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Broadcom: The Hidden Winner in Google's Anthropic Chip Deal?

Investing.com Logo Investing.com By Leo Miller
Broadcom: The Hidden Winner in Google's Anthropic Chip Deal?

Broadcom could benefit from Google's expanded partnership with Anthropic, which involves deploying up to one million Tensor Processing Units (TPUs) and potentially increasing external TPU usage, which may generate more revenue for Broadcom as a TPU co-developer.

Insights
MSpE   neutral

Mentioned as one of the analysts raising price target for Bloom Energy


AVGO   positive

Potential increased revenue from Google's TPU deployments and possible strengthening of its custom AI chip market position