Anthropic hits $30B ARR, signs TPU deal with Google
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- Anthropic signed an agreement with Google and Broadcom for multiple gigawatts of next‑generation TPU capacity that will start rolling out in 2027.
- Anthropic's run‑rate revenue has crossed $30 billion, up from roughly $9 billion at the end of 2025.
- Anthropic's use of Google Cloud and TPUs expands under the agreement, adding compute for its AI services.
- Broadcom will supply AI chips and networking hardware to Google under a long‑term deal through 2031, supporting Anthropic's TPU capacity.
- Anthropic's $30 billion ARR now exceeds OpenAI's previously reported $25 billion ARR, according to social‑media commentary.
- Anthropic addresses a compute deficit relative to OpenAI, aided by the new TPU supply, analysts say.
Why it matters: The deal gives Anthropic a massive boost in compute power, narrowing its capacity gap with OpenAI and supporting its rapid revenue growth, while Google and Broadcom secure long‑term AI chip sales, strengthening their positions in the expanding AI infrastructure market.
