Anthropic Secures Multi‑GW TPU Deal, $30B Revenue
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- Anthropic signed a deal with Google and Broadcom for multiple gigawatts of next‑generation TPU capacity, slated to begin delivery in 2027.
- Anthropic reported its run‑rate revenue had surpassed $30 billion, up from roughly $9 billion at the end of 2025.
- Google will supply the next‑gen TPU chips that power the new compute capacity.
- Broadcom joins Google as a co‑partner to deliver the TPU capacity under the agreement.
- Anthropic’s partnership is described by multiple outlets as “ground‑breaking” and aimed at expanding AI compute power.
Why it matters: Anthropic gains massive compute capacity to expand its AI services, while Google and Broadcom lock in large, long‑term orders for their TPU chips, reinforcing their positions in the AI hardware market. The deal also highlights the accelerating race for AI compute resources among leading AI firms.
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