Anthropic has signed a major agreement with Google and Broadcom to secure multiple gigawatts of next-generation TPU capacity, marking its largest infrastructure commitment to date. The compute capacity is expected to begin coming online from 2027 onward.

The move comes as Anthropic’s annualised revenue run rate has surpassed $30 billion, up sharply from around $9 billion at the end of 2025, reflecting rapid enterprise adoption of its AI models.

Commenting on the partnership, Anthropic CFO Krishna Rao said the deal aligns with the company’s long-term infrastructure scaling strategy, aimed at supporting growing customer demand while advancing the capabilities of its flagship AI system, Claude.

The company’s enterprise momentum has accelerated significantly, with the number of customers spending over $1 million annually doubling from 500 to more than 1,000 within two months.

Most of the new compute infrastructure will be deployed in the United States, building on Anthropic’s earlier commitment to invest $50 billion in American AI infrastructure announced in November 2025.

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Anthropic currently operates its Claude models across multiple hardware ecosystems, including AWS Trainium chips, Google TPUs, and NVIDIA GPUs, making it the only frontier AI system available across all three major cloud platforms—Amazon Web Services, Google Cloud, and Microsoft Azure.

The deal underscores the intensifying AI infrastructure race, as leading AI companies secure massive compute capacity to support increasingly complex models and growing enterprise demand.

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