So, you want to build the future of artificial intelligence? You're going to need a lot of specialized silicon. And it looks like Broadcom (AVGO) just locked down a couple of very big customers who are doing exactly that.

The chipmaker's stock climbed in Monday's extended session after it disclosed not one, but two significant new agreements tied to the red-hot AI infrastructure race. The deals involve tech giant Google (GOOGL) and the buzzy AI startup Anthropic, and they stretch years into the future.

Here's the play-by-play, straight from an SEC filing. First up: Google. Broadcom isn't just selling chips to the search giant; it's essentially becoming a key architect of Google's AI brain. The companies have expanded a long-term partnership where Broadcom will "design and supply" custom tensor processing units (TPUs) for Google's upcoming generations of AI accelerators.

But they didn't stop there. Broadcom will also provide the networking and related components that hook all these powerful chips together inside Google's next-generation AI data racks. And this isn't a short-term gig—the agreement runs through 2031. That's a serious commitment in a fast-moving industry.

Then there's the second piece of news, which involves a three-way handshake between Broadcom, Google, and Anthropic. The AI startup, known for its Claude chatbot, is planning a massive expansion. As part of that plan, beginning in 2027, Anthropic will secure access to a staggering amount of computing power—roughly 3.5 gigawatts worth—of next-generation TPU-based capacity. And it will get that access through Broadcom.

Think about that for a second. A gigawatt is a unit of power, and in the world of data centers, it translates to a massive amount of computing capability. Securing 3.5 gigawatts of the latest AI chips is a huge bet on future growth. The filing notes this agreement "hinges on Anthropic's commercial growth trajectory," which is a fancy way of saying the startup needs to keep succeeding for the full scale of the deal to materialize. The companies also mentioned they are talking to other "operational and financial partners" to help make this scaled deployment happen.

What does all this mean for Broadcom? It's a clear signal that demand for its AI chips and the systems that support them isn't a fleeting trend. Major players are making long-term, capital-intensive plans and choosing Broadcom as a foundational partner. For investors, it provides more visibility into the company's revenue stream from this high-growth segment well beyond the current quarter.

The market reacted positively. Broadcom shares were up 2.57% at $322.50 in after-hours trading Monday, a nice bounce after the stock closed down a slight 0.38% during the regular session.