Anthropic reveals $30bn run rate and plans to use 3.5GW of new Google AI chips

Broadcom has announced that Google has asked it to build next-generation AI and datacenter networking chips, and that Anthropic plans to consume 3.5GW worth of the accelerators it delivers to the ads and search giant.

News of the two deals emerged today in a Broadcom regulatory filing that opens with two items of news.

One is a “Long Term Agreement for Broadcom to develop and supply custom Tensor Processing Units (“TPUs”) for Google’s future generations of TPUs.” Google and Broadcom have collaborated to produce custom TPUs. Broadcom CEO Hock Tan recently shared his opinion that hyperscalers don’t have the skill to create custom accelerators and predicted Broadcom’s chip business will therefore win over $100 billion of revenue from AI chips in 2027 alone.

Working on next-gen TPUs for Google will presumably help to make that prediction a reality.

So will the second part of Broadcom’s ...