Anthropic signs a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity; Expected to come online starting in 2027

By Estuti Bajpai Published on April 7, 2026, 11:35 IST

Yesterday, Anthropic announced that it has signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity that is expected to come online starting in 2027.

We've signed an agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, coming online starting in 2027, to train and serve frontier Claude models.

— Anthropic (@AnthropicAI) April 6, 2026

“This groundbreaking partnership with Google and Broadcom is a continuation of our disciplined approach to scaling infrastructure: we are building the capacity necessary to serve the exponential growth we have seen in our customer base while also enabling Claude to define the frontier of AI development,” said Krishna Rao, CFO of Anthropic. “We are making our most significant compute commitment to date to keep pace with our unprecedented growth.”

This significant expansion of Anthropic’s compute infrastructure will power its frontier Claude models and help them serve extraordinary demand from customers worldwide.

While announcing this partnership, the company revealed that demand from Claude customers has accelerated in 2026. The run-rate revenue has surpassed $30 billion, up from approximately $9 billion at the end of 2025. When the company announced its Series G Fundraising in February, it was revealed that over 500 business customers were each spending over $1 million on an annualised basis. This number has now exceeded 1,000, doubling in less than 2 months.

This partnership also deepens Anthropic’s existing work with Google Cloud, building on the increased TPU capacity, and also deepens its relationship with Broadcom.

Claude is trained and runs on a range of AI hardware- AWS Trainium, Google TPUs and NVIDIA GPUs. Meanwhile, Claude remains the only frontier AI model available to customers on all three of the world’s largest cloud platforms: Amazon Web Services (Bedrock), Google Cloud (Vertex AI), and Microsoft Azure (Foundry).