Anthropic said it struck a new deal with Google and Broadcom to secure multiple gigawatts of next-generation TPU capacity starting in 2027, a bid to keep pace with surging demand for its Claude AI models. The company reported its run-rate revenue has surpassed $30 billion, up from roughly $9 billion at the end of 2025, and said more than 1,000 customers now spend at least $1 million annually—double the figure it disclosed in February. Most of the added compute will be located in the U.S., expanding on Anthropic’s November 2025 pledge to invest $50 billion in American infrastructure. The AI startup is spreading workloads across AWS Trainium, Google TPUs and Nvidia GPUs; Amazon remains its primary cloud and training partner. Claude continues to be available across AWS Bedrock, Google Cloud’s Vertex AI and Microsoft’s Azure AI Foundry, underscoring the intensifying race to lock down data-center power and advanced silicon.
Related articles:
— Anthropic (company)
— Tensor Processing Unit
— Google Cloud Platform
— Amazon Web Services
— Nvidia
