Broadcom Enters Long-Term Supply Agreement with Google
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.LONG-TERM SUPPLY AGREEMENT:In a regulatory filing, Broadcomstated that the company and Googlehave entered into a long term agreement for Broadcom to develop and supply custom Tensor Processing Units, or "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. Separately, Broadcom, Google and Anthropic PBC have expanded their current strategic collaboration under which Anthropic, beginning in 2027, will access through Broadcom approximately 3.5 gigawatts as part of the multiple gigawatts of next generation TPU-based AI compute capacity committed by Anthropic. "The consumption of such expanded AI compute capacity by Anthropic is dependent on Anthropic's continued commercial success. In connection with this deployment, the parties are in discussions with certain operational and financial partners," the company stated.PROJECT GLASSWING:AnthropicProject Glasswing, a new initiative the company says brings together Amazon Web Services, Anthropic, Apple, Broadcom, Cisco, CrowdStrike, Google, JPMorganChase, the Linux Foundation, Microsoft, Nvidia, and Palo Alto Networks"in an effort to secure the world's most critical software." "We formed Project Glasswing because of capabilities we've observed in a new frontier model trained by Anthropic that we believe could reshape cybersecurity. Claude Mythos Preview is a general-purpose, unreleased frontier model that reveals a stark fact: AI models have reached a level of coding capability where they can surpass all but the most skilled humans at finding and exploiting software vulnerabilities. Mythos Preview has already found thousands of high-severity vulnerabilities, including some in every major operating system and web browser. Given the rate of AI progress, it will not be long before such capabilities proliferate, potentially beyond actors who are committed to deploying them safely. The fallout for economies, public safety, and national security could be severe. Project Glasswing is an urgent attempt to put these capabilities to work for defensive purposes," Anthropic explained. As part of Project Glasswing, the launch partners listed above will use Mythos Preview as part of their defensive security work. Anthropic is committing up to $100M in usage credits for Mythos Preview across these efforts, as well as $4M in direct donations to open-source security organizations.TERAFAB PROJECT:Intelstated in ato X, "Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology. Our ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate Terafab's aim to produce 1 TW/year of compute to power future advances in AI and robotics. It was fun hosting @elonmusk at Intel this past weekend!"AI-DRIVEN OBJECT DETECTION:Planet Labsannounced a technical achievement: the deployment and execution of AI-driven object detection directly onboard its Pelican-4 satellite, paving the way toward on-orbit compute for rapid insights, a capability Planet calls Planetary Intelligence. On March 25, 500km over Alice Springs, Australia, Planet's Pelican-4 captured an image of an airport, then successfully utilized its onboard NvidiaJetson Orin module to run an AI model to detect airplanes in moments. This represents one of the first times an Earth imaging satellite has moved beyond simple data capture to onboard AI inference and analysis.
