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Anthropic has signed a big AI infrastructure deal with Google and Broadcom.

The “multiple gigawatts of next-generation TPU capacity” are expected to come online beginning in 2027 to “power our frontier Claude models.” The company also says that its run-rate revenue has surpassed $30 billion.

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.

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.