![\"A](\"https:\/\/www.europesays.com\/ai\/wp-content\/uploads\/2026\/04\/3d6f06d54210bedb4f3207267e245130.jpeg\")
Image source: Getty Images. <\/p>\n
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.<\/p>\n
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<\/a>, and growing partnerships with AI leaders like Anthropic are a good sign for the future.<\/p>\n 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.<\/p>\n 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.<\/p>\n Still, I think a well-balanced approach of owning several of these companies is the best call for most AI investors<\/a>.<\/p>\n Before you buy stock in Alphabet, consider this:<\/p>\n The Motley Fool Stock Advisor analyst team just identified what they believe are the\u00a010 best stocks<\/a> for investors to buy now\u2026 and Alphabet wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<\/p>\n Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you\u2019d 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\u2019d have $1,238,736!*<\/p>\n Now, it\u2019s worth noting\u00a0Stock Advisor\u2019s total average return is 986% \u2014 a market-crushing outperformance compared to 199% for the S&P 500.\u00a0Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built by individual investors for individual investors.<\/p>\n See the 10 stocks \u00bb<\/a><\/p>\n *Stock Advisor returns as of April 22, 2026. <\/p>\n Keithen Drury<\/a> 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<\/a>.<\/p>\n