tech
April 7, 2026
Anthropic ups compute deal with Google and Broadcom amid skyrocketing demand
Anthropic bulked up its compute deal with Google and Broadcom as the company has seen its run-rate revenue surge to $30 billion.
TL;DR
- Anthropic has signed a new compute deal with Google and Broadcom to increase processing capacity for its Claude AI models.
- The deal expands Anthropic's use of Google Cloud's tensor processing units (TPUs).
- New compute capacity will be available in 2027, with a Broadcom SEC filing indicating the deal includes 3.5 gigawatts of compute.
- The majority of this compute will be housed in the U.S. as an extension of Anthropic's $50 billion investment in U.S. compute infrastructure.
- Demand for Anthropic's Claude models has exploded, buoyed by enterprise customers.
- Anthropic's run rate revenue has surged to $30 billion, with over 1,000 business customers spending more than $1 million annually.
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