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Anthropic has agreed to access approximately 3.5 gigawatts of next-generation Google TPU compute capacity via Broadcom from 2027.
Anthropic has secured 3.5 gigawatts of Google TPU compute via Broadcom starting in 2027.
KEY POINTS
- Anthropic's revenue run rate has surpassed $30bn, tripling from $9bn at the end of 2025.
- Broadcom will earn an estimated $21bn from Anthropic in 2026, rising to $42bn in 2027.
- Anthropic's Claude is the only frontier model available on AWS, Google Cloud, and Azure.
- Most of Anthropic's new compute capacity will be US-based, aligning with US strategic priorities.
COMPANIES
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