Broadcom And Google Benefit Mightily From Anthropic's Meteoric Growth
The Next Platform, Tuesday, April 7th, 2026
For so many years, the hyperscalers and cloud builders have dominated IT spending and much of the talk about system architecture. But the AI model builders, particularly Anthropic and OpenAI, are now their peers when it comes to massive infrastructure investments, and what they do - and do not do - also shapes the AI landscape.
To make those investments in AI infrastructure, the AI model builders have themselves had to raise tremendous amounts of money from investors - sometimes including their AI compute engine suppliers, which is a bit of roundtripping, indeed. Nvidia, AMD, Amazon Web Services, Microsoft Azure, and Google have all made investments in OpenAI and Anthropic, helping them prime the AI workload pump that will in turn lead to larger AI system sales in the future as more of us make use of AI applications.