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Google deepens Anthropic TPU partnership as Broadcom locks in chip supply through 2031

Detailed image of microchip components viewed through a microscope lens.
Illustrative photo.Photo by Tima Miroshnichenko on Pexels

What happened

The expanded partnership may intensify competition in AI infrastructure, prompting increased investments from other tech firms and cloud providers. Sources: SEC filings, Gloria daily closes and CoinGecko. Anthropic is an artificial intelligence company based in San Francisco.

Market cap and trailing P/E use this close with the SEC share total and trailing diluted earnings, each dated next to its figure.

and its peers Company Price Market cap P/E (trailing) Forward P/E Annual revenue (USD) Annual revenue growth Annual net income (USD) Operating margin Alphabet Inc. GOOGL · Price dated Oct 27, 2026 · tokenized GOOGLx $321 $3.9T 16.1 Unavailable $402.8B FY ended 2025-12-31 · 10-K +15.1% FY ended 2025-12-31 vs 2024-12-31 · 10-K 132,170,000,000 FY ended 2025-12-31, attributable to the company · 10-K 32.0% FY ended 2025-12-31 Alphabet Inc. Google is an Internet and software company based in Mountain View.

(Class C) GOOG · Price dated Oct 27, 2026 $317 $3.9T 15.9 Unavailable $402.8B FY ended 2025-12-31 · 10-K +15.1% FY ended 2025-12-31 vs 2024-12-31 · 10-K 132,170,000,000 FY ended 2025-12-31, attributable to the company · 10-K 32.0% FY ended 2025-12-31 Meta Platforms Inc. Annual revenue, revenue growth, net income and margin come from each company's own 10-K, in US dollars, and each row shows that fiscal year.

Revenue growth compares the fiscal year with the prior year stated in the same 10-K. Net income is the full year amount attributable to the company, or available to common stockholders where the filing states only that, or consolidated net income.

Trailing P/E reads "Not meaningful" when the dated trailing diluted EPS is a loss or zero. An operating margin appears only when the filing states both the operating income and the revenue for the same year.

Sources & evidence