Broadcom AI compute deals
Broadcom is party to 2 deals in the ledger, the seller or provider in all 2. Stated capacity: 13.5 GW. Counterparties: Anthropic, OpenAI.
Verified 9 Nov 2026. Sums count each row’s headline figure as stated, cancelled deals excluded. Open in the full ledger
-
Anthropic–Google–Broadcom multi-gigawatt TPU deal from 2027
Sells to Anthropic
Not disclosed. Broadcom's 8-K (6 Apr 2026): about 3.5 GW from 2027, dependent on Anthropic's continued commercial success. Anthropic's S-1/A lists five-year Broadcom equipment leases for TPU capacity with rent of about $161.2 billion in total (all Broadcom leases, not only this deal).
n/d 3.5 GW signed -
OpenAI–Broadcom 10 GW custom accelerators
Sells to OpenAI
Financial terms not disclosed. The companies signed a term sheet, not a definitive agreement.
n/d 10 GW announced