Anthropic says its annualized revenue run rate has surpassed $30 billion and disclosed plans to secure roughly 3.5 gigawatts of next-generation Google TPU compute starting in 2027. Broadcom will supply the key chips and networking gear for the effort, the company announced. The Register reports: 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 announcement: 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." Broadcom's filing also revealed one user of Google's next-gen TPU will be Anthropic, which starting 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."

Read more of this story at Slashdot.