Revenue run rate at Anthropic has surpassed $30bn, up from around $9bn at the end of 2025.
A new expanded agreement will allow Anthropic to tap 3.5GW of Google’s tensor processing unit (TPU) capacity from Broadcom.
In a regulatory filing yesterday (6 April), Broadcom said that Anthropic’s consumption of TPU capacity is dependent on its continued commercial success. The multi-gigawatt capacity is expected to come online in 2027.
Last October, Anthropic and Google announced a deal worth “tens of billions of dollars” for 1m of Google’s TPUs. The deal is expected to bring more than 1GW of AI compute capacity online for Anthropic this year. The new agreement deepens that relationship, Anthropic said. Broadcom said that it is in a long-term agreement with Google to develop and supply custom TPUs.
Anthropic already has multibillion-dollar deals for compute capacity with companies such as Nvidia and Microsoft. It runs Claude on a range of AI hardware, including Amazon Web Sevices’ Trainium, Google TPUs and Nvidia GPUs. Amazon is Anthropic’s primary cloud provider and training partner.
