“It's a commitment that is very substantial in dollars – a very, very substantial amount of dollars. Now we also accept the fact that, while we like to win every design in that program, we also accept the fact that given the growth of development and consumption of AI compute even by our partner, Google, that we fully expect that there will be some diversity of sources for them. But our commitment from them is a very substantial dollar amount.”

Hock Tan · said date not stated · reported 2026-08-19

Tan elaborated on the 2031 agreement with Google and the possibility of diversified suppliers during Broadcom's earnings call in early June.