Anthropic has signed a new agreement with Google and Broadcom to deploy multiple gigawatts of next‑generation TPU (Tensor Processing Unit) capacity, with the company expecting the first systems to come online beginning in 2027. Anthropic says the expanded compute will support its frontier Claude models and meet rising demand from customers worldwide.
Krishna Rao, Chief Financial Officer of Anthropic, commented: “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.”
Accelerating demand and revenue growth
According to Anthropic, demand from Claude customers accelerated in 2026. The company’s run‑rate revenue has surpassed $30 billion, up from roughly $9 billion at the end of 2025. When Anthropic announced its Series G fundraising in February, it reported that more than 500 business customers were each spending over $1 million annually; that figure has since risen to over 1,000, doubling in under two months.
Mostly U.S. siting and strategic context
Anthropic says the vast majority of the new compute capacity will be sited in the United States. The expansion builds on the company’s November 2025 commitment to invest $50 billion to strengthen American computing infrastructure.
The agreement deepens Anthropic’s existing work with Google Cloud — following increased TPU capacity announced in October 2025 — and strengthens its relationship with Broadcom.
Heterogeneous hardware strategy for Claude
Anthropic trains and runs Claude across a mix of AI hardware: AWS Trainium, Google TPUs, and NVIDIA GPUs. The company says this allows it to match workloads to the chips best suited for them, delivering better performance and greater resilience for customers relying on Claude for mission‑critical tasks.
Amazon remains Anthropic’s primary cloud provider and training partner, and the company continues to work closely with AWS on Project Rainier. Anthropic also highlights that Claude is currently the only frontier AI model available to customers on all three of the world’s largest cloud platforms: Amazon Web Services (Bedrock), Google Cloud (Vertex AI), and Microsoft Azure (Foundry).
Why this matters
Deploying multiple gigawatts of TPU capacity is a sizable step to scale Anthropic’s infrastructure, enabling larger model runs and higher throughput for growing customer needs. Locating most of the new capacity in the United States aligns with the company’s prior investment pledges and has implications for supply chain and data‑jurisdiction considerations. The company expects the new TPU capacity to come online starting in 2027; further technical and deployment details are likely to be shared by Anthropic and its partners in subsequent updates.
