Anthropic Deepens Google and Broadcom Compute Deal

Anthropic just locked in a compute deal that is hard to ignore: multiple gigawatts of next-generation TPU capacity, with the first wave expected online in 2027. That is the kind of infrastructure commitment you make when demand is already huge and your models keep getting more expensive to run.

The timing matters. Anthropic says Claude’s run-rate revenue has climbed past $30 billion, up from about $9 billion at the end of 2025, and the number of business customers spending more than $1 million annually has jumped from over 500 to more than 1,000 in less than two months. This is a company buying capacity for a market that is already arriving, not one it hopes to create later.

What Anthropic signed with Google and Broadcom

Anthropic says the new agreement covers multiple gigawatts of Google TPU capacity, with Google Cloud and Broadcom both involved in the buildout. The company expects the capacity to begin coming online in 2027, and most of the new compute will be located in the United States.

That last detail matters because AI infrastructure is becoming a national economic topic, not just an engineering one. Anthropic framed the deal as an expansion of its November 2025 pledge to invest $50 billion in American computing infrastructure, which tells you this is bigger than a single product cycle.

Anthropic also said it already runs Claude across several hardware stacks, including AWS Trainium, Google TPUs, and