Anthropic has struck a major infrastructure deal with Google and Broadcom to secure multi-gigawatt computing capacity, as demand for Claude AI models continues to rise.
summary
- Anthropic has secured access to approximately 3.5 gigawatts of TPU compute through an expanded partnership with Google and Broadcom.
- Most of the new infrastructure will be built in the United States.
- The artificial intelligence company’s annual revenue exceeds $30 billion.
details It has been detected A recent securities filing shows that the semiconductor company will support future iterations of Google’s tensor processing units, with a portion of that capacity allocated to Anthropic. The arrangement is expected to unlock approximately 3.5 GW of compute, with deployments starting to expand from 2027.
Anthropic said its annual revenue now exceeds $30 billion, up sharply from about $9 billion at the end of last year. The company also reported that more than 1,000 enterprise customers spend more than $1 million annually, a number that has doubled in a matter of weeks.
“We are making our most significant commitment to computing yet to keep pace with our unprecedented growth,” said Anthropic CFO Krishna Rao, adding that the partnership will “build the capacity needed to serve the tremendous growth we have seen in our customer base.”
Most of the new infrastructure will be based in the United States, representing an extension of an earlier pledge to invest $50 billion in domestic computing capacity. The expansion also builds on Anthropic’s existing relationships with Google Cloud and Broadcom, following previous TPU capacity announcements.
For Broadcom’s part, the deal adds to a growing portfolio of AI-related revenues. CEO Hock Tan had previously confirmed that the company was already supplying around 1 gigawatt of computing to Anthropic through Google’s TPU systems, with demand expected to rise to over 3 gigawatts in 2027.
For Broadcom, the latest deal adds to a rapidly growing list of AI infrastructure partnerships. During the company’s earnings call in March, Broadcom CEO Hock Tan said it was already supplying nearly 1 gigawatt of compute to Anthropic, and added that this was expected to exceed 3 gigawatts by 2027.
Wall Street estimates suggest the partnership could translate into big profits. Analysts at Mizuho forecast that Broadcom could generate about $21 billion in AI-related revenue from Anthropic in 2026, potentially doubling to $42 billion the following year.
At the same time, competition across AI infrastructure remains intense. AI developers, including Anthropic and their peers, continue to rely on a mix of hardware platforms, including Nvidia GPUs, Google TPUs, and custom chips.
Broadcom is also working with OpenAI on separate silicon efforts, while cloud providers like Amazon, Google and Microsoft remain key to delivering that computing at scale.
Anthropy noted that Claude Models It is now deployed across all three major cloud ecosystems, allowing workloads to be distributed according to performance needs.
