Anthropic, Google, Broadcom announce 3.5GW TPU deal

Revenue rate has surpassed $30bn at Anthropic, up from around $9bn at the end of 2025.

A new expanded agreement will allow Anthropic to tap 3.5GW of Google's Tensor Processing Units (TPU) capacity from Broadcom.

In a regulatory filing yesterday (6 April), Broadcom said that Anthropic's consumption of TPU capacity is dependent on its continued commercial success. The multi-gigawatt capacity is expected to come online starting 2027.

Last October, Anthropic and Google announced a deal worth "tens of billions of dollars" for 1m of Google's TPUs. The deal is expected to bring more than 1GW of AI compute capacity online for Anthropic this year. The new agreement deepens that relationship, Anthropic said. Broadcom said that it is in a long term agreement with Google to develop and supply custom TPUs.

Anthropic already has multibillion dollar deals for compute capacity with companies such as Nvidia and Microsoft. It runs Claude on a range of AI hardware, including Amazon Web Sevices' Trainium, Google TPUs, and Nvidia GPUs. Amazon is Anthropic's primary cloud provider and training partner.

Anthropic said that a vast majority of the new compute will be situated in the US, expanding on its $50bn commitment to strengthening the country's computing infrastructure.

Demand for Anthropic's AI tools has accelerated in 2026. Recent data shows that Anthropic is now capturing more than 73pc of all spending among companies buying AI tools for the first time, while its rival OpenAI is down to around 27pc.

According to the company, revenue rate has already surpassed $30bn, up from around $9bn at the end of 2025. More than 1,000 of Anthropic's business customers spend more than $1m on an annualised basis, doubling in less than two months, it added.

"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, the chief financial officer at Anthropic.

"We are making our most significant compute commitment to date to keep pace with our unprecedented growth." Anthropic raised $30bn in a Series G round led by Coatue Management and Singapore's GIC in February. The last raise values the company at $380bn.

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