Anthropic Forges Chip Deals to Accelerate Claude's Growth

The deals are dependent on the vendor's commercial success.

The generative AI vendor has entered into agreements with Google and chipmaker Broadcom to significantly grow its compute infrastructure and capacity.

A blog on the vendor's website said the expansion was driven by a desire to further "power our frontier Claude models and help us serve extraordinary demand from customers worldwide."

"Multiple" gigawatts of next-generation Google TPU (tensor processing unit) AI chips would be involved, as well greater use of the tech giant's cloud services.

While the blog provided few details, a Securities and Exchange Commission filing from Broadcom gave more insight into what is included in the agreements.

Starting in 2027, Broadcom would provide about 3.5 gigawatts of TPU-based compute capacity to Anthropic, according to the SEC filing. Broadcom manufactures and helps design TPUs for Google.

Broadcom's TPUs chips rival Nvidia's hugely successful GPUs.

Separately, the Broadcom filing also revealed that the firm has entered into a "long-term agreement" with Google to design and supply future TPU chips, plus signed a supply assurance agreement for "networking and other components" for use in Google's next-generation AI racks up to 2031.

The 3.5 gigawatts comes on top of 1 gigawatt Broadcom is supplying Anthropic in 2026, as confirmed by Broadcom CEO Hock Tan in an earnings call in March.

"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," Anthropic CFO Krishna Rao said in a statement.

While no financials were confirmed, the capacity and hardware involved means the cost is likely to stretch to hundreds of billions of dollars. Given that Anthropic has not yet made a profit and is racking up sizeable financial losses, despite heavy funding, Broadcom said in the filing that the deal was contingent on "Anthropic's continued commercial success" and that the parties involved were "in discussions with certain operational and financial partners."

However, Rao, while acknowledging that the deal was Anthropic's "most significant commute commitment yet," provided figures to illustrate the company's growth and massive potential.

He revealed that its run rate revenue had now surpassed $30 billion -- up from $9 billion at the end of 2025. He also said the number of business customers now spending more than $1 million a year with Anthropic has doubled from 500 to 1,000 since February.