tech
April 7, 2026
Anthropic signs biggest compute deal yet with Google and Broadcom as run rate hits $30bn
In short: Anthropic has agreed to access approximately 3.5 gigawatts of next-generation Google TPU compute capacity via Broadcom from 2027, its largest infrastructure commitment to date — while simultaneously disclosing that its revenue run rate has surpassed $30bn, more than tripling from roughly $9bn at the end of 2025.
TL;DR
- Anthropic has signed a new agreement for 3.5 gigawatts of Google TPU compute capacity through Broadcom, starting in 2027, in addition to 1 gigawatt in 2026.
- This commitment is Anthropic's largest to date and aligns with its pledge to invest $50 billion in American AI computing infrastructure.
- Broadcom acts as an intermediary, designing and supplying future TPU chips to Google and providing components for AI data racks.
- Anthropic's revenue run rate has surged past $30 billion, a significant increase from approximately $9 billion at the end of 2025.
- The number of Anthropic's enterprise customers spending over $1 million annually has doubled to over 1,000 in less than two months.
- Anthropic employs a multi-vendor chip strategy, using Amazon's Trainium chips, Google's TPUs, and Nvidia GPUs for its Claude model across AWS, Google Cloud, and Microsoft Azure.
- The AI compute arms race is driving AI labs to secure massive infrastructure commitments, often requiring financial engineering on a large scale.
- Broadcom's role has become pivotal in AI infrastructure, moving from a lesser-known player to a key supplier of custom silicon for AI models.
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