Anthropic doubles down on TPUs with expanded Google and Broadcom compute pact

Deal details

Anthropic announced an expanded agreement with Google and Broadcom to ramp up processing capacity for its Claude models as demand surges. The company will lean more heavily on Google Cloud’s tensor processing units (TPUs), building on a pact struck in October 2025 for more than a gigawatt of capacity. It has been reported that a Broadcom SEC filing pins the new deal at roughly 3.5 gigawatts — yes, gigawatts — a scale that changes the math for large‑scale model serving.

Timing and infrastructure

The freshly negotiated capacity is slated to come online in 2027 and will largely be housed in the U.S., an extension of Anthropic’s previously announced $50 billion commitment to domestic compute infrastructure. “We are making our most significant compute commitment to date to keep pace with our unprecedented growth,” Anthropic CFO Krishna Rao said in the company release. It has been reported that the U.S. Defense Department has flagged Anthropic as a supply‑chain risk, but demand from enterprise customers has continued to climb regardless.

Growth and what it means

It has been reported that Anthropic recently closed a $30 billion Series G that valued the company at $380 billion, and that its run‑rate revenue jumped to $30 billion from $9 billion at the end of 2025 — numbers that help explain the aggressive hardware bet. More than 1,000 business customers now reportedly spend over $1 million annually with the company. Big chips, big money, big expectations — is anyone surprised? Maybe not. But scaling compute at this magnitude is as much a pragmatic move as it is a statement: Anthropic is doubling down on being a major player in the next wave of generative AI.

Sources: techcrunch