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.