Anthropic expands Google and Broadcom compute deal

Summary

Anthropic announced a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity expected to come online starting in 2027. The company says the expansion will support its frontier Claude models and meet customer demand, with most of the new compute sited in the United States as an expansion of its November 2025 commitment to invest $50 billion in American computing infrastructure. Anthropic reports that run-rate revenue surpassed $30 billion, up from approximately $9 billion at the end of 2025, while the number of business customers spending more than $1 million annually rose from over 500 to more than 1,000 in less than two months. It will continue using AWS Trainium, Google TPUs, and NVIDIA GPUs, and says Claude remains available across Amazon Web Services, Google Cloud, and Microsoft Azure.

Takeaways

1. 1

   The new Google and Broadcom agreement covers multiple gigawatts of next-generation TPU capacity expected to come online starting in 2027.

2. 2

   Anthropic's run-rate revenue surpassed $30 billion, compared with approximately $9 billion at the end of 2025; customers spending over $1 million annually increased from more than 500 to over 1,000 in less than two months.

3. 3

   Claude is trained and run across AWS Trainium, Google TPUs, and NVIDIA GPUs, and is available through Amazon Web Services Bedrock, Google Cloud Vertex AI, and Microsoft Azure Foundry.