Anthropic Signs Multi-GW TPU Deal With Google, Broadcom
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- Anthropic signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, with delivery expected to begin in 2027.
- Broadcom will continue developing Google TPUs through 2031, and is now positioned as the manufacturing partner routing Google-designed chips to a major new customer in Anthropic.
- Anthropic disclosed its run-rate revenue has crossed $30B, up from roughly $9B at the end of 2025, a more than 3x increase in roughly 15 months.
- Broadcom shares jumped in pre-market trading on the announcement, reflecting investor enthusiasm for its expanded role in custom AI silicon for hyperscale customers.
- The Anthropic-Google alliance is deepening, with Stratechery framing the move as a response to an intensifying 'computing crunch' that ties Anthropic more tightly to Google's TPU roadmap.
- AI compute demand is now directly competing with Bitcoin mining for cheap power, per CoinDesk's coverage, as multi-gigawatt data center buildouts strain available energy supply.
Why it matters: Anthropic is locking in 3.5GW of TPU capacity from 2027 while tripling-plus its revenue run-rate in just over a year, signaling that frontier-model labs are now willing to commit to multi-year, multi-gigawatt silicon contracts. Broadcom cements its role as the custom-AI-chip middleman between Google's designs and a customer base that now includes the fastest-growing AI lab. The deal also redirects gigawatts of power capacity away from other industrial users, with Bitcoin miners explicitly flagged as the new rival for that energy.
