Broadcom
broadcom-46a62471·5 events·first seen 1mo agoAliases: Broadcom
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OpenAI and Broadcom Announce Strategic Collaboration to Deploy 10 GW of OpenAI-Designed AI Accelerators
OpenAI and Broadcom have announced a multi-year strategic partnership targeting deployment of 10 gigawatts of OpenAI-designed AI accelerators by 2029. The collaboration involves co-developing next-generation AI accelerator systems and Ethernet networking solutions aimed at scalable, energy-efficient AI infrastructure. This represents OpenAI's continued push into custom silicon, reducing dependence on third-party chip suppliers like NVIDIA.
Anthropic Expands Partnership with Google and Broadcom for Multi-Gigawatt TPU Compute Capacity
Anthropic has signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity expected to come online starting in 2027, representing the company's largest compute commitment to date. The announcement coincides with Anthropic reporting run-rate revenue surpassing $30 billion, up from ~$9 billion at end of 2025, and the number of enterprise customers spending over $1M annually doubling to 1,000+ in under two months. The compute will be predominantly US-sited, extending Anthropic's November 2025 $50B American infrastructure commitment. Anthropic continues to operate across AWS Trainium, Google TPUs, and NVIDIA GPUs, with Amazon remaining its primary cloud and training partner.
Meta Announces Four MTIA AI Chip Generations in Two Years: MTIA 300–500 Roadmap
Meta has detailed a rapid four-generation MTIA chip roadmap (300, 400, 450, 500) developed in partnership with Broadcom, spanning ranking/recommendation inference and training through general GenAI workloads. Key advances include a 4.5x HBM bandwidth increase and 25x compute FLOPS improvement from MTIA 300 to 500, with MTIA 450 and 500 targeting GenAI inference with doubled and further-increased HBM bandwidth versus leading commercial products. MTIA 300 is in production for R&R training, MTIA 400 is lab-tested and entering deployment, while MTIA 450 and 500 are scheduled for mass deployment in early 2027 and 2027 respectively. The strategy emphasizes modular chiplet design and short iteration cycles to keep hardware aligned with rapidly evolving AI model requirements.
Anthropic raises $65B in Series H funding at $965B post-money valuation
Anthropic has closed a $65 billion Series H round led by Altimeter Capital, Dragoneer, Greenoaks, and Sequoia Capital, valuing the company at $965 billion post-money. The company reports annualized run-rate revenue crossing $47 billion and highlights major compute expansion agreements with Amazon (up to 5 GW), Google/Broadcom (5 GW of TPU capacity), and SpaceX (Colossus GPU access). Strategic infrastructure partners Micron, Samsung, and SK hynix join the round alongside a broad syndicate of institutional investors. Funding is earmarked for safety and interpretability research, compute scaling, and product expansion including Claude Code and Cowork.
Anthropic Announces SpaceX Colossus Compute Deal and Higher Claude Usage Limits
Anthropic has signed an agreement with SpaceX to access the full compute capacity of the Colossus 1 data center, gaining over 300 megawatts and 220,000+ NVIDIA GPUs within a month. This deal, combined with prior agreements with Amazon, Google/Broadcom, Microsoft/NVIDIA, and Fluidstack, enables Anthropic to double Claude Code rate limits, remove peak-hour restrictions for Pro/Max users, and raise API rate limits for Claude Opus models. The announcement also notes interest in developing orbital AI compute capacity with SpaceX, and outlines international infrastructure expansion for enterprise compliance needs.