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Anthropic Expands Partnership with Google and Broadcom to Secure 3.5GW of Next-Gen TPU AI Infrastructure

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Key summary

2 min read
  1. Anthropic announced an expanded partnership with Google and Broadcom to secure next-generation TPU capacity.

  2. Through Broadcom, Anthropic will access about 3.5GW of next-gen TPU-based compute, with TPUs scheduled to start in 2027.

  3. Most new compute infrastructure will be installed in the U.S., and Broadcom will supply AI-rack components through 2031.

  4. Anthropic said annualized revenue topped $30 billion and enterprise customers paying over $1M annually doubled to over 1,000.

  5. Anthropic said it will continue using multiple cloud services and hardware (BigQuery, Cloud Run, AlloyDB, AWS Trainium, NVIDIA GPUs) rather than relying on a single vendor.

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