Anthropic has signed a new compute agreement with Google and Broadcom covering multiple gigawatts of next-generation TPU capacity, with capacity expected to come online starting in 2027. The deal is the company's largest infrastructure commitment to date — and the numbers behind it make clear why: run-rate revenue has surpassed $30 billion, up from roughly $9 billion at the end of 2025.
What's new
The expanded partnership deepens Anthropic's existing TPU relationship with Google Cloud — which itself was expanded just last October — while also bringing Broadcom further into the mix. The vast majority of new compute will be US-based, slotting into Anthropic's broader pledge to invest $50 billion in American AI infrastructure announced in November 2025. On the customer side: the number of businesses spending over $1 million annually on Claude has jumped from 500 to more than 1,000 in less than two months — a stat that will get attention in any boardroom tracking AI adoption curves.
Why it matters
Anthropic is playing a multi-vendor hardware strategy by design. Claude runs on AWS Trainium, Google TPUs, and NVIDIA GPUs simultaneously, letting the company route workloads to whatever silicon fits best. That's a resilience play as much as a performance one — and it keeps Anthropic from being rate-limited by any single supplier's constraints. Amazon remains the primary cloud and training partner via Project Rainier, but this deal signals Google is becoming a serious second pillar. Claude also remains the only frontier model available across all three major clouds: AWS Bedrock, Google Vertex AI, and Microsoft Azure Foundry.
What to watch
The 2027 capacity timeline means this compute won't show up in near-term model releases — but it sets the floor for what Anthropic can train and serve at scale through the latter half of the decade. Watch whether AWS responds with expanded Trainium commitments to match Google's growing footprint in the Anthropic stack, and whether the $30B revenue figure holds or accelerates into Q3 earnings territory.