Anthropic secures 3.5 GW AI Compute Deal with Google and Broadcom as Revenue Hits $30 Billion

The Artificial Intelligence (AI) race is entering a new phase of infrastructure growth, as Anthropic announced a long-term collaboration with Google and Broadcom, aiming to gain the next-generation AI compute capacity. The acquisition is timed with the annualized revenue run rate of Anthropic exceeding $30 billion amid the growing requirements for its Claude models globally.

Anthropic secured around 3.5 gigawatts of compute capacity based on the Tensor Processing Unit (TPU), which is expected to come online by 2027. The training and deployment of the next-generation AI systems of Anthropic will be powered by these TPUs designed by Google and Broadcom's hardware supply.

The size of this transaction underscores the increasing value of compute as a competitive asset in the AI industry. As continue to grow in complexity, high-performance infrastructure is now a significant bottleneck, just like algorithmic innovation.

Broadcom independently confirmed a long-term partnership with Google to produce future generations of TPU, solidifying its status in the AI semiconductor ecosystem while ensuring a steady hardware supply to hyperscale AI workloads.