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Broadcom (NASDAQ: AVGO) expands Google, Anthropic AI TPU and networking deals

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Broadcom Inc. has entered into a long-term agreement with Google LLC to develop and supply custom Tensor Processing Units (TPUs) for Google’s future generations of TPUs, along with a supply assurance agreement covering networking and other components for Google’s next-generation AI racks through up to 2031. Separately, Broadcom, Google and Anthropic PBC expanded their collaboration so that Anthropic, beginning in 2027, may access approximately 3.5 gigawatts of next‑generation TPU-based AI compute capacity through Broadcom, as part of multiple gigawatts committed by Anthropic. Anthropic’s use of this additional AI capacity depends on its continued commercial success, and the parties are discussing support for this deployment with operational and financial partners.

Positive

  • Long‑term AI infrastructure visibility: Multi‑year agreements with Google and Anthropic for custom TPUs, networking components and access to about 3.5 gigawatts of TPU-based AI compute capacity through up to 2031 suggest a potentially significant, durable AI demand pipeline for Broadcom.

Negative

  • None.

Insights

Broadcom deepens AI chip and networking ties with Google and Anthropic through 2031.

Broadcom secured a long term agreement with Google to develop and supply custom Tensor Processing Units (TPUs) and a supply assurance agreement for networking and other components used in next‑generation AI racks through up to 2031. This positions Broadcom at the core of Google’s future AI infrastructure roadmap.

In a related move, Broadcom, Google and Anthropic expanded their collaboration so Anthropic can access about 3.5 gigawatts of next‑generation TPU-based AI compute capacity via Broadcom starting in 2027, as part of Anthropic’s multi‑gigawatt commitments. This suggests substantial potential chip and networking demand tied to scaling AI models.

The filing notes that Anthropic’s consumption of this capacity depends on its continued commercial success, and that the parties are working with operational and financial partners for the deployment. Overall, these agreements indicate a potentially meaningful, long‑duration AI infrastructure opportunity for Broadcom, though actual volumes and economics will depend on future AI workload growth and Anthropic’s performance.

Item 8.01 Other Events Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
AI compute capacity for Anthropic 3.5 gigawatts Next‑generation TPU-based AI compute capacity accessible beginning in 2027
Agreement horizon 2031 Long term and supply assurance agreements for Google’s AI racks run through up to 2031
Anthropic access start 2027 Year Anthropic begins accessing TPU-based AI compute capacity through Broadcom
Tensor Processing Units technical
"develop and supply custom Tensor Processing Units (“TPUs”) for Google’s future generations"
Supply Assurance Agreement financial
"a Supply Assurance Agreement for Broadcom to supply networking and other components"
AI racks technical
"networking and other components to be used in Google’s next-generation AI racks"
forward-looking statements regulatory
"contains forward-looking statements (including within the meaning of Section 21E"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.
Risk Factors regulatory
"qualified in their entirety by reference to the risk factors discussed under the heading “Risk Factors”"
Risk factors are elements or conditions that could cause an investment's value to decrease or lead to potential losses. They are like warning signs or obstacles that can affect the success of an investment, making it uncertain or more unpredictable. Recognizing risk factors helps investors understand the possible challenges and make more informed decisions.
Understanding 8-K Material Events →
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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

 

FORM 8-K

 

 

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d)

OF THE SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): April 6, 2026

 

 

Broadcom Inc.

(Exact Name of Registrant as Specified in Charter)

 

 

 

Delaware   001-38449   35-2617337
(State or other jurisdiction of incorporation)   (Commission File Number)   (I.R.S. Employer Identification No.)

 

3421 Hillview Avenue
Palo Alto, California 94304
(Address of principal executive offices including zip code)

(650) 427-6000

(Registrant’s telephone number, including area code)

 

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

☐

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 

☐

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 

☐

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

 

Title of Each Class

  

Trading Symbol(s)

  

Name of Each Exchange on Which Registered

Common Stock, $0.001 par value   AVGO   The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

 

 
 

Item 8.01

Other Events.

Broadcom Inc. (“Broadcom”) and Google LLC (“Google”) have entered into a Long Term Agreement for Broadcom to develop and supply custom Tensor Processing Units (“TPUs”) for Google’s future generations of TPUs and a Supply Assurance Agreement for Broadcom to supply networking and other components to be used in Google’s next-generation AI racks through up to 2031.

Separately, Broadcom, Google and Anthropic PBC (“Anthropic”) have expanded their current strategic collaboration under which Anthropic, beginning in 2027, will access through Broadcom approximately 3.5 gigawatts as part of the multiple gigawatts of next generation TPU-based AI compute capacity committed by Anthropic. The consumption of such expanded AI compute capacity by Anthropic is dependent on Anthropic’s continued commercial success. In connection with this deployment, the parties are in discussions with certain operational and financial partners.

Cautionary Note Regarding Forward-Looking Statements

This Current Report on Form 8-K contains forward-looking statements (including within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and Section 27A of the Securities Act of 1933, as amended). These forward-looking statements are based on current expectations and beliefs of Broadcom’s management, current information available to Broadcom’s management, and current market trends and market conditions, and involve risks and uncertainties that may cause actual results to differ materially from those contained in the forward-looking statements. Accordingly, undue reliance should not be placed on such statements. All forward-looking statements are qualified in their entirety by reference to the risk factors discussed under the heading “Risk Factors” in Broadcom’s Annual Report on Form 10-K for the year ended November 2, 2025, Quarterly Report on Form 10-Q for the period ended February 1, 2026 and any subsequent reports that are filed with the Securities and Exchange Commission and include some important risk factors that may affect future results. Broadcom undertakes no intent or obligation to publicly update or revise the forward-looking statements made in this Current Report on Form 8-K, except as required by law.

 

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: April 6, 2026

 

Broadcom Inc.
By:  

/s/ Hock E. Tan

  Hock E. Tan
  President and Chief Executive Officer

Source: View Original Filing on SEC EDGAR

FAQ

What AI agreement did Broadcom (AVGO) sign with Google?

Broadcom agreed with Google to develop and supply custom Tensor Processing Units and to provide networking and other components for Google’s next‑generation AI racks through up to 2031, embedding Broadcom’s technology in Google’s future AI infrastructure roadmap.

How long does Broadcom’s new TPU and networking deal with Google run?

The long term agreement and related supply assurance arrangement extend through up to 2031. This multi‑year horizon gives Broadcom a durable role in supplying custom TPUs and key networking components for Google’s next‑generation AI rack deployments.

What is Anthropic’s role in Broadcom’s new AI collaborations?

Broadcom, Google and Anthropic expanded their collaboration so Anthropic, beginning in 2027, can access approximately 3.5 gigawatts of next‑generation TPU-based AI compute capacity via Broadcom, reinforcing Broadcom’s position in large‑scale AI model training and inference infrastructure.

How much AI compute capacity will Anthropic access through Broadcom?

Anthropic plans to access approximately 3.5 gigawatts of next‑generation TPU-based AI compute capacity through Broadcom as part of its multiple‑gigawatt TPU commitments, starting in 2027, subject to Anthropic’s continued commercial success in AI services and products.

Are Broadcom’s new AI agreements guaranteed to generate demand?

No, Anthropic’s expanded access to TPU-based AI compute capacity depends on its continued commercial success. While the agreements lay out potentially large capacity, actual utilization and revenue will rely on Anthropic’s growth and broader AI workload demand over time.

Does Broadcom mention partners for deploying this AI compute capacity?

Yes, Broadcom notes that it, together with Google and Anthropic, is in discussions with certain operational and financial partners to support the deployment of the expanded TPU-based AI compute capacity, indicating a broader ecosystem effort around these large‑scale AI projects.

Filing Exhibits & Attachments

3 documents

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