Anthropic partners with Google, Broadcom for extra computing capacity

The news: AI lab Anthropic has signed a new agreement with Google and Broadcom for "multiple gigawatts" of compute capacity that is expected to come online in 2027.

The context: Most of the new TPU capacity, a measure of the Google-designed tensor processing units, will be used in the US. It is an expansion on Anthropic's November 2025 commitment to invest USD50 billion ($72.2 billion) in US computing infrastructure.

The new partnership expands on Anthropic's existing relationships with Google Cloud and Broadcom. Anthropic previously announced plans to expand TPU capacity in October 2025.

Anthropic said that demand from Claude customers has accelerated, with run-rate revenue now exceeding USD30 billion, up from USD9 billion at the end of 2025.