Anthropic has signed a multi-gigawatt compute agreement with Google and Broadcom, securing access to next-generation tensor processing units (TPUs) expected to come online in 2027. The deal shows the intensifying competition in the AI infrastructure race, where access to high-performance computing capacity is increasingly becoming a key differentiator. Anthropic said the TPUs will be used to train and deploy its flagship Claude models, as demand for generative AI tools continues to surge globally.
Alongside the announcement, the company disclosed a sharp jump in its annualised revenue run rate, which has crossed $30 billion—more than tripling from $9 billion at the end of 2025. The growth reflects accelerating enterprise adoption, with Anthropic noting that over 1,000 business customers are now spending more than $1 million annually on its services, doubling in less than two months.
“We are building the capacity necessary to serve the exponential growth we have seen in our customer base,” CFO Krishna Rao said, adding that the investments will help Claude “define the frontier of AI development.”
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For Broadcom, the agreement marks a deepening of its strategic role in AI infrastructure. In a separate filing, the company confirmed a long-term deal with Google to supply future generations of TPUs—custom chips designed specifically for machine learning workloads in data centres. The partnership has also been expanded to provide Anthropic access to approximately 3.5 gigawatts of TPU-based compute capacity.
The majority of this new infrastructure will be located in the United States, aligning with Anthropic's earlier commitment to invest $50 billion in domestic computing capacity. The move also reflects broader industry trends toward localising critical AI infrastructure amid geopolitical and regulatory pressures.
The development comes as Anthropic prepares for a potential public listing and navigates regulatory scrutiny in the US. The company is currently engaged in a dispute with the federal government after pushing back against the use of its technology in mass surveillance and autonomous weapons systems. In March, the Trump administration designated Anthropic as a “supply-chain risk,” a classification the company is challenging in court.
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