Broadcom secures Google AI chip deal through 2031, fueling infrastructure expansion

Broadcom secured a long-term agreement to develop and supply future generations of Google’s custom Tensor Processing Units (TPUs).

The contract guarantees the supply of networking and AI rack components through 2031.

This collaboration includes AI startup Anthropic to facilitate the scaling of advanced AI systems.

The deal highlights the increasing reliance on custom silicon to manage the high capital costs of AI infrastructure.