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Semiconductor and infrastructure software company Broadcom (AVGO) has strengthened its position in the artificial intelligence (AI) hardware ecosystem through expanded partnerships with Alphabet’s (GOOG) (GOOGL) Google and AI startup Anthropic.
According to a recent regulatory filing, Broadcom and Google have entered into a long-term agreement under which Broadcom will develop and supply custom Tensor Processing Units (TPUs) for future generations of Google’s AI chips. The agreement also includes a supply assurance arrangement that commits Broadcom to provide networking and related components for Google’s next-generation AI rack infrastructure through 2031.
