Anthropic Tops $30B Run Rate, Signs 3.5GW Google TPU Deal
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- Anthropic signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, with hardware expected to come online starting in 2027.
- The Information reports the deal is sized at 3.5 gigawatts, and Benzinga frames the underlying Broadcom-Google arrangement as a long-term TPU and networking supply agreement running through 2031.
- Anthropic disclosed run-rate revenue has crossed $30B, up from ~$9B at the end of 2025 — growth that Bloomberg and multiple outlets lead their coverage with.
- Flo Crivello (@altimor) contextualized the pace as "only $367M extra ARR per day," while @nikunj tallied $21B added in the last 3 months and $11B annualized run rate in the last month alone.
- Ben Bajarin (@benbajarin) wrote that it "seems probable that Anthropic passes Salesforce in revenue this year," calling it "the fastest scaling enterprise software company in history."
- Peter Gostev (@petergostev) raised a contrarian angle largely absent from headline coverage: Google is selling TPUs to Anthropic and "basically diverting resources from Gemini while it is cracking under capacity constraints."
Why it matters: The 3.5-gigawatt TPU commitment — hardware not expected online until 2027 — locks in Anthropic's compute runway through the next AI training cycle, while its revenue jumping from ~$9B to $30B in roughly a year is the concrete figure analysts are now weighing against OpenAI's and Salesforce's trajectories.
