Broadcom, Alphabet Expand TPU Collaboration for AI Compute

Broadcom and Alphabet extended a long-term agreement to co-develop future TPUs and supply networking components for Alphabet's AI racks through 2031. The partnership includes 3.5 gigawatts of TPU-based compute capacity for Anthropic. Custom AI ASICs will account for 27.8% of AI server compute in 2026, up 44.6% year over year.