So Broadcom partnered with Google to build custom AI chips (TPUs) through 2031.
At the same time, Anthropic (the company behind Claude) is set to get 3.5 gigawatts of compute through Broadcom starting in 2027.
Stock’s up around 3% after hours.
Also, Anthropic’s growth has been insane, their annualized revenue jumped from $9B to $30B. No wonder they need that much compute.
Feels like Broadcom is winning on both sides here, making chips for Google while also supplying compute for Anthropic.
Anyone else watching Broadcom? What do you think?
Broadcom is up about 3% after hours. They just signed a 5-year deal with Google, do you think there’s still an opportunity here?
byu/Helpful-Print5149 instocks
Posted by Helpful-Print5149
5 Comments
Are you posting from yesterday?
Just buy TSM bro
I am mentally kicking myself for not having bought at sub-$300, but I still ain’t touching it.
Youre too late, its the same company today as it was yesterday, just more expensive. You missed the boat.
If another hyperscalar jumps in custom chip and does business with them it’d be newsworthy, but they were already making TPU for Google. It’s good news all things considered, but just confirmation of existing customer extending their contract, not new one.