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Broadcom8-K: Material contract

Broadcom signs long-term AI hardware supply agreement with Google and Anthropic through 2031.

What happened

Broadcom has secured a multi-year agreement to develop and supply custom TPUs and networking components for Google's AI infrastructure, and provide Anthropic with access to AI compute capacity.

Source

SEC EDGARApr 6, 2026

Current report (Form 8-K)

Broadcom 8-K

Filing excerpt

Broadcom Inc. (“Broadcom”) and Google LLC (“Google”) have entered into a Long Term Agreement for Broadcom to develop and supply custom Tensor Processing Units (“TPUs”) for Google’s future generations of TPUs and a Supply Assurance Agreement for Broadcom to supply networking and other components to be used in Google’s next-generation AI racks through up to 2031.

sec.gov/Archives/edgar/data/1730168/000119312526144028/d87999d8k.htmRead the full source

Other signals in this filing (4)

Extracted by Autobound

From the Signal API record
Signal
8-K: Material contract

What this signalsFilings often name leadership changes, deals and spending plans.

Form
8-K
Filed
Apr 6, 2026

The full record

From the Signal API record

Details

CIK
1730168
Accession number
0001193125-26-144028
Filing year
2026
Why it matters
Vendor relationship signal
Signal category
Strategic

Topics and mentions

Technologies

  • Tensor Processing Units
  • TPUs
  • AI
  • AI compute capacity

Vendors

  • Google LLC
  • Anthropic PBC

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Apr 7, 2026
signal_type
sec-8k
signal_subtype
materialContract

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The API returns more than this page shows

This page shows a preview. The full sec-8k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/203f4ac7-7471-44db-9e68-d10ab1b93aec returns this record as JSON. POST /v1/companies/enrich returns every signal for broadcom.com.

{
  "signal_id": "203f4ac7-7471-44db-9e68-d10ab1b93aec",
  "signal_type": "sec-8k",
  "signal_subtype": "materialContract",
  "detected_at": "2026-04-07T09:30:39.516+00:00",
  "company": {
    "name": "Broadcom",
    "domain": "broadcom.com"
  },
  "data": {
    "detail": "Broadcom has secured a multi-year agreement to develop and supply custom TPUs and networking components for Google's AI infrastructure, and provide Anthropic with access to AI compute capacity. This signals massive, long-term capital expenditure on AI infrastructure by Google and Anthropic, creating opportunities for vendors in the semiconductor supply chain, data center operations, and power management.",
    "summary": "Broadcom signs long-term AI hardware supply agreement with Google and Anthropic through 2031.",
    "excerpts": "Broadcom Inc. (“Broadcom”) and Google LLC (“Google”) have entered into a Long Term Agreement for Broadcom to develop and supply custom Tensor Processing Units (“TPUs”) for Google’s future generations of TPUs and a Supply Assurance Agreement for Broadcom to supply networking and other components to be used in Google’s next-generation AI racks through up to 2031.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1730168/000119312526144028/d87999d8k.htm",
    "filing_date": "2026-04-06",
    "filing_year": 2026,
    "sales_relevance": "Vendor relationship signal",
    "signal_category": "strategic",
    "vendors_mentioned": [
      "Google LLC",
      "Anthropic PBC"
    ],
    "technologies_mentioned": [
      "Tensor Processing Units",
      "TPUs",
      "AI",
      "AI compute capacity"
    ]
  }
}

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