Anthropic Signs New Deal with Google and Broadcom to Scale Next-Generation TPU Capacity
The new capacity is expected to come online starting in 2027 and will support growing global demand for Anthropic’s frontier AI systems.
Anthropic has expanded its infrastructure partnership with Google and Broadcom through a new agreement for multiple gigawatts of next-generation TPU capacity, as the company moves to scale compute infrastructure for its Claude AI models.
The new capacity is expected to come online starting in 2027 and will support growing global demand for Anthropic’s frontier AI systems. The company said the expansion marks a significant step in its long-term infrastructure strategy.
“This groundbreaking partnership with Google and Broadcom is a continuation of our disciplined approach to scaling infrastructure: we are building the capacity necessary to serve the exponential growth we have seen in our customer base while also enabling Claude to define the frontier of AI development. We are making our most significant compute commitment to date to keep pace with our unprecedented growth.”
– Krishna Rao, CFO, Anthropic
Anthropic said demand for Claude has accelerated sharply in 2026, with run-rate revenue now surpassing $30 billion, up from about $9 billion at the end of 2025. The company also noted that the number of enterprise customers spending over $1 million annually has grown from more than 500 in February to over 1,000 today.
The majority of the new compute infrastructure will be located in the United States, extending Anthropic’s earlier commitment to invest $50 billion in strengthening American computing capacity.
The partnership builds on existing work with Google Cloud, including TPU capacity expansions announced last year, as well as Anthropic’s ongoing relationship with Broadcom. The company also continues to rely on a multi-cloud strategy, using AWS Trainium, Google TPUs, and NVIDIA GPUs to distribute workloads across different hardware platforms.
Anthropic said Amazon Web Services remains its primary cloud provider and training partner, including work on Project Rainier. The company added that Claude remains the only frontier AI model available across Amazon Web Services, Google Cloud, and Microsoft Azure.
