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Anthropic signs multi-gigawatt TPU deal with Google and Broadcom

TL;DR AI

Key summary

2 min read
  1. Anthropic signed a deal with Google and Broadcom for multi-gigawatt TPU capacity that begins coming online in 2027.

  2. Most of the new TPU infrastructure will be built in the United States.

  3. Anthropic's annualized revenue run rate rose to over $30 billion from about $9 billion at the end of 2025, and its count of enterprise customers making over $1 million doubled to more than 1,000.

  4. Anthropic trains Claude on AWS Trainium, Google TPUs and Nvidia GPUs and says Amazon remains its most important cloud partner.

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