Google, Broadcom and Anthropic sign new TPU deals to drive AI chips and capacity, while Google and Broadcom form a networking and chip partnership.
Broadcom recently named Amie Thuener, Google’s former Chief Accounting Officer, as its incoming CFO, effective June 12, 2026.
Broadcom Inc. has locked in long-term agreements with Google to design and supply custom Tensor Processing Units and networking hardware for future AI infrastructure, a move that also strengthens ...
Anthropic signs multi-GW TPU deal with Google and Broadcom as Claude demand surges, pushing AI infrastructure into a new ...
Sun, December 14, 2025 at 3:40 PM UTC During a recent episode of The AI Investor Podcast, 24/7 Wall St. analysts Eric Bleeker and Austin Smith broke down the competitive dynamic between Google (NASDAQ ...