Anthropic Secures Multiple Gigawatts of Next-Gen TPU Capacity from Google & Broadcom, Reveals $30B Run-Rate Revenue
Anthropic has inked a landmark deal with Google and Broadcom for multiple gigawatts of next-generation TPU compute coming online in 2027 to train and serve future frontier Claude models. This announcement coincides with explosive growth, as Claude's annual run-rate revenue surges past $30 billion from $9 billion at the end of 2025. The partnership underscores the intensifying compute arms race among top AI labs.
This massive infra commitment fuels Anthropic's scaling ambitions amid booming demand, potentially leapfrogging rivals in the race to AGI.