Anthropic Google Broadcom TPU deal 3.5 gigawatts and $30 billion revenue

Anthropic has signed an statement with Google and Broadcom for astir 3.5 gigawatts of computing capableness built connected Google's tensor processing units, with the capableness expected to travel online starting successful 2027, the institution said.

The woody expands an existing relationship. Broadcom CEO Hock Tan said during an net telephone past period that Broadcom was providing 1 gigawatt of Google TPU compute for Anthropic successful 2026, according to CNBC. Broadcom helps Google plan its TPUs. In a securities filing Monday, Broadcom said Google and Broadcom person besides entered a semipermanent proviso assurance statement moving done 2031, according to Bloomberg.

In tandem with the compute news, Anthropic said its gross tally complaint has present crossed $30 cardinal connected an annualized ground -- much than 3 times the astir $9 cardinal fig it recorded astatine the adjacent of 2025. Enterprise traction has besides accelerated: the fig of clients committing astatine slightest $1 cardinal a twelvemonth has surpassed 1,000, a threshold Anthropic said is doubly what it was reporting astir the clip of its Series G announcement successful February.

"We are making our astir important compute committedness to day to support gait with our unprecedented growth," Anthropic CFO Krishna Rao said successful a statement.

Anthropic said the bulk of the caller infrastructure volition beryllium built connected U.S. soil, framing the committedness arsenic a continuation of a pledge made successful November 2025 to nonstop $50 cardinal toward home computing capacity. According to Monday's securities filing, Broadcom flagged that Anthropic's quality to gully connected the further compute hinges connected its ongoing commercialized performance, and noted that discussions with extracurricular operational and fiscal partners are underway to enactment the rollout.

Anthropic trains and runs its Claude models crossed aggregate hardware platforms -- including AWS Trainium, Google TPUs, and Nvidia GPUs -- and describes Amazon Web Services arsenic its superior unreality and grooming partner. Claude is disposable connected AWS Bedrock, Google Cloud Vertex AI, and Microsoft Azure Foundry.

The gross maturation comes arsenic Anthropic navigates a ineligible quality with the Pentagon, which designated the institution a supply-chain hazard aft a standoff implicit AI information guardrails. Anthropic has warned the statement could outgo it billions successful mislaid revenue. Still, the company's annualized gross has much than tripled successful the months since that quality became public, driven successful portion by request for its Claude Code developer tools and broader endeavor adoption.

Broadcom's shares gained arsenic overmuch arsenic 3.6% successful after-hours trading pursuing the filing's release, according to Bloomberg. No fiscal presumption were attached to the agreement. A post-earnings probe enactment from Mizuho analysts enactment Broadcom's prospective AI gross from Anthropic astatine $21 cardinal for 2026 and $42 cardinal for 2027, per CNBC.