<div id="readability-page-1"><div> <h2>Key Points</h2><ul><li>Alphabet and Broadcom's TPUs are starting to attract more clients.</li><li>Both Alphabet and Broadcom are seeing huge growth.</li><li>10 stocks we like better than Alphabet ›</li></ul>In the world of generative artificial intelligence (AI), few companies generate as much buzz as Anthropic. For example, its Claude platform is often the leading platform for assisting coders, and its latest model, Mythos, couldn't even be released to the general public due to its potential threat to cybersecurity. It's at the top of the food chain right now, and any company partnering with Anthropic is often seen as a leader. If their equipment is good enough for Anthropic, the thinking goes, it's likely about the best available.Recently, Anthropic made an announcement regarding its usage of Tensor Processing Units (TPUs), which were created through a joint venture between Broadcom (NASDAQ: AVGO) and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). Both of these companies stand to benefit from increased TPU usage, and each looks like a phenomenal investment.Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an &#34;Indispensable Monopoly&#34; providing the critical technology Nvidia and Intel both need. Continue »<img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2NTI2OC9zb2Z0d2FyZS1lbmdpbmVlci13b3JraW5nLWluLWEtZGF0YS1jZW50ZXIuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2NTI2OC9zb2Z0d2FyZS1lbmdpbmVlci13b3JraW5nLWluLWEtZGF0YS1jZW50ZXIuanBnJnc9NzAw"/>Image source: Getty Images. <h2>Anthropic is deploying more of its workloads on next-generation computing units</h2>Anthropic announced that starting in 2027, it will be using multiple gigawatts of computing power of next-generation TPUs. Long-term commitments like these help give investors clarity for what to expect from companies in the years ahead.This partnership, alongside several others that Broadcom has announced, will help it continue to deliver impressive revenue growth. By the end of 2027, Broadcom expects its custom AI chip business to generate more than $100 billion annually. Its AI semiconductor division (which includes other products outside of custom AI chips) generated $8.4 billion in revenue last quarter (up 106% year over year). There's a ton of growth ahead, and growing partnerships with AI leaders like Anthropic are a good sign for the future.Alphabet is recognizing TPU revenue through its Google Cloud division, and this segment is catching fire. Last quarter, its revenue rose 48% year over year. That's rapid growth for a legacy company, and expanded TPU partnerships with Anthropic and others will lead to continued strong growth for this important segment within Alphabet.Both of these stocks are fantastic investment options in the AI space. Instead of being in the leadership position like Nvidia, they are comfortably in the challenger role and only looking to take market share, which they appear to be doing. Anthropic will continue using Nvidia hardware as well, but Nvidia no longer has this massive AI growth segment to itself.Still, I think a well-balanced approach of owning several of these companies is the best call for most AI investors.<h2>Should you buy stock in Alphabet right now?</h2> Before you buy stock in Alphabet, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Alphabet wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $511,411!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,238,736!* Now, it’s worth noting Stock Advisor’s total average return is 986% — a market-crushing outperformance compared to 199% for the S&amp;P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of April 22, 2026. Keithen Drury has positions in Alphabet, Broadcom, and Nvidia. The Motley Fool has positions in and recommends Alphabet, Broadcom, and Nvidia. The Motley Fool has a disclosure policy. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. </div></div>

Anthropic's flagship new model, Opus 4.7, has officially launched, significantly enhancing its programming and multi-step inference capabilities. OpenAI has simultaneously upgraded Codex, enabling it to autonomously operate a computer in the background, directly competing with Claude Code. With continued expansion in computing power demand, AI infrastructure sectors such as CPUs, storage, data centers, and optical interconnects are expected to benefit. Which AI industry chain investment opportunity do you see as most promising?

Anthropic's flagship new model, Opus 4.7, has officially launched, significantly enhancing its programming and multi-step inference capabilities. OpenAI has simultaneously upgraded Codex, enabling it to autonomously operate a computer in the background, directly competing with Claude Code. With continued expansion in computing power demand, AI infrastructure sectors such as CPUs, storage, data centers, and optical interconnects are expected to benefit. Which AI industry chain investment opportunity do you see as most promising?

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Anthropic announced it will utilize next-generation Tensor Processing Units (TPUs) from a joint venture with Alphabet and Broadcom starting in 2027. This partnership is expected to drive significant revenue growth for both companies, with Broadcom's AI chip business projected to exceed $100 billion annually by 2027. Alphabet's Google Cloud division is also experiencing rapid growth, with a 48% revenue increase year-over-year. Despite their growth, Alphabet is not currently among the top recommended stocks, as identified by The Motley Fool's Stock Advisor team.

Anthropic Just Announced Huge News for Alphabet and Broadcom