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Anthropic announced that it has signed a new multi‑year agreement with Google and Broadcom to secure several gigawatts of next‑generation TPU capacity, slated to come online beginning in 2027. The partnership will give the Claude model developer a massive boost in compute resources, allowing it to train and serve larger frontier models while maintaining a reliable supply of critical AI hardware. Broadcom will manufacture future versions of Google’s custom AI chips, and the combined effort is expected to provide roughly 3.5 GW of extra compute for Anthropic’s growing workloads.
At the same time, Anthropic disclosed that its run‑rate revenue has now exceeded $30 billion, up sharply from about $9 billion at the end of 2025. The surge reflects accelerating demand for Claude‑based solutions across enterprise and coding‑model markets, and it places Anthropic ahead of many of its rivals in terms of annualized revenue. Executives highlighted that the new compute deal is essential to sustain this rapid growth and to keep pace with the expanding AI services portfolio.
Industry sources and multiple outlets—including CoinDesk, Bloomberg, MarketWatch, Reuters and the Wall Street Journal—have corroborated the announcement, noting its significance for the broader AI ecosystem. By locking in large‑scale TPU capacity, Anthropic not only solidifies its competitive position against rivals such as OpenAI, but also underscores a growing trend of AI firms forming deep hardware partnerships to meet the escalating compute demands of next‑generation models.
Read more:
https://www.techmeme.com/260407/p4
#tencent #anthropic #google #broadcom
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