Tag: Broadcom

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Corporate

Apple, Broadcom sign $30 bn US chipmaking deal

Apple has announced a $30 billion agreement with Broadcom to manufacture advanced chips in the United States, marking one of its biggest investments yet in domestic semiconductor production. The multi-year deal is aimed at expanding Apple’s US supply chain while reducing dependence on overseas manufacturing.

Under the partnership, Broadcom will produce a range of high-performance chips at its American facilities. These components are expected to power future Apple devices, including iPhones, Macs, iPads and other products. The agreement supports Apple’s broader strategy of securing a stable supply of critical semiconductors while investing in advanced manufacturing within the country.

The announcement comes as global technology companies continue to diversify supply chains following recent disruptions caused by geopolitical tensions and chip shortages. By sourcing more components from the US, Apple hopes to improve supply reliability and strengthen long-term manufacturing resilience.

The investment also aligns with the US government’s push to boost domestic semiconductor production. Washington has encouraged companies to expand local manufacturing through incentives aimed at reducing reliance on foreign chip suppliers and strengthening national technological capabilities.

Apple said the partnership with Broadcom will support innovation, create high-skilled jobs and help develop next-generation semiconductor technologies. The company has increasingly focused on designing its own chips, and the latest agreement is expected to further strengthen its hardware ecosystem.

Broadcom, one of Apple’s key suppliers, is expected to play a central role in manufacturing specialised components that support wireless connectivity and other advanced technologies used across Apple’s product lineup. The company said the investment would expand its manufacturing capabilities and reinforce its long-standing relationship with Apple.

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Categories
Technology

Anthropic partners Google, Broadcom for AI expansion

Anthropic has entered into a major long-term partnership with Google and Broadcom to strengthen its access to advanced AI chips and computing infrastructure.

The agreement is aimed at meeting the growing demand for high-performance computing required to train and run advanced artificial intelligence models. As part of the deal, Anthropic will use Google’s custom-built Tensor Processing Units (TPUs), which are designed specifically for AI workloads.

The partnership is expected to significantly scale Anthropic’s computing capacity over the coming years. Reports suggest that the company could gain access to several gigawatts of compute power, reflecting the massive infrastructure needed for next-generation AI systems.

Broadcom will play a key role by helping design and supply custom chips that power Google’s AI infrastructure. The collaboration is part of a broader, multi-year arrangement that will support the development of future AI processors.

For Anthropic, the deal ensures a steady supply of critical resources needed to expand its AI offerings, including its Claude chatbot. The company has been rapidly growing and requires large-scale computing to keep up with increasing user demand and more complex AI models.

The partnership also highlights a wider trend in the tech industry, where companies are entering long-term agreements to secure access to chips and computing power. With AI systems becoming more resource-intensive, reliable infrastructure has become a key competitive factor.

For Google, the deal strengthens its cloud and AI ecosystem by promoting the use of its in-house chips. For Broadcom, it reinforces its role in the global semiconductor supply chain.

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Categories
Corporate

Broadcom sees AI chip sales topping $100 billion

Broadcom expects the growing demand for artificial intelligence infrastructure to significantly boost its business in the coming years. The semiconductor company believes its AI chip sales could exceed $100 billion by 2027 as technology firms continue investing heavily in AI systems.

Speaking after the company’s latest earnings announcement, CEO Hock Tan said Broadcom is seeing strong demand for custom-designed chips used in large-scale AI data centres. According to Tan, the company now has clear visibility into how the AI market is expanding and expects its chip business to benefit from this trend.

A key factor behind this growth is the increasing need for specialised processors that can train and run complex AI models. Major technology companies are rapidly building AI infrastructure to support generative AI tools, cloud services and advanced data processing.

Broadcom has carved out a strong position in this market by working closely with large technology firms to develop custom AI chips tailored to their specific requirements. These chips are designed to handle heavy computing workloads required by modern AI systems.

Companies such as Alphabet, Microsoft, Amazon and Meta Platforms are investing billions of dollars to expand their AI capabilities. Their spending on AI-related infrastructure, including chips, servers and networking equipment, is expected to reach hundreds of billions of dollars in the coming years.

This surge in investment is already reflected in Broadcom’s financial performance. The company reported revenue of about $19.3 billion in its latest quarter, representing strong growth compared with the previous year. Revenue from AI-related products alone more than doubled during the period.

The company forecast revenue of about $22 billion for the next quarter, with AI chips expected to account for a significant share of that total.

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