Anthropic, expands partnership with Google and Broadcom to secure several GW of TPUs
Key summary
Anthropic is expanding partnerships with Google and Broadcom to secure several‑GW of next‑generation computing resources.
A new contract covers next‑generation TPUs that are scheduled to begin operating in 2027.
The move is intended to bolster the Claude model as customer demand accelerated in 2026; corporate customers spending $1M+ annually grew from 500+ in February to over 1,000 now.
Run‑rate revenue rose from about $9 billion at the end of 2025 to more than $30 billion currently.
Most of the added compute capacity will be located in the U.S.; the partnership expands a prior plan to invest $50 billion in U.S. compute infrastructure and strengthens existing efforts with Google Cloud and Broadcom. Claude trains and runs on AWS Trainium, Google TPU, and NVIDIA GPUs and is available on AWS, Google Cloud, and Microsoft Azure.
