Alphabet expands its AI infrastructure through a long-term agreement with Broadcom to develop and supply custom Tensor Processing Units (TPUs). This partnership secures hardware for Google’s next-generation AI models and supports Google Cloud’s growth. The Cloud division currently reports strong momentum driven by AI demand.
Anthropic has committed to its largest infrastructure deal to date by securing Google TPU capacity. The agreement provides Anthropic with approximately 3.5 gigawatts of compute power via Broadcom. Access to this specialized hardware begins in 2027. This commitment underscores the growing demand for specialized AI hardware amid fierce competition.