Broadcom is up about 3% after hours. They just signed a 5-year deal with Google, do you think there’s still an opportunity here?

So Broadcom partnered with Google to build custom AI chips (TPUs) through 2031.

At the same time, Anthropic (the company behind Claude) is set to get 3.5 gigawatts of compute through Broadcom starting in 2027.

Stock’s up around 3% after hours.

Also, Anthropic’s growth has been insane, their annualized revenue jumped from $9B to $30B. No wonder they need that much compute.

Feels like Broadcom is winning on both sides here, making chips for Google while also supplying compute for Anthropic.

Anyone else watching Broadcom? What do you think?