April 7, 2026
Medina County Told Microsoft No. Here's the Playbook It Used.Anthropic locked in 3.5GW of Google TPUs through 2031 via Broadcom supply agreements, with the "vast majority" of new compute capacity sited in the United States.
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Broadcom
Broadcom is a semiconductor and infrastructure software company headquartered in San Jose, California that supplies networking and data center infrastructure components used in Texas datacenters.
Referenced in 1 briefingLast referenced: April 7, 2026
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