Anthropic has announced a major expansion of its compute infrastructure through a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, expected to come online starting in 2027. According to Anthropic CFO Krishna Rao, the partnership is part of a disciplined approach to scaling infrastructure to support exponential customer growth and power future frontier Claude models. The vast majority of this new compute will be located in the United States, expanding on Anthropic's November 2025 commitment to invest $50 billion in American computing infrastructure. This infrastructure push follows accelerated demand from Claude customers in 2026, with run-rate revenue surpassing $30 billion, a significant increase from approximately $9 billion at the end of 2025. Furthermore, the number of business customers spending over $1 million annually has doubled to more than 1,000 in less than two months. While Amazon remains Anthropic's primary cloud provider and training partner, Anthropic continues to train and run Claude across a diverse range of hardware, including AWS Trainium, Google TPUs, and NVIDIA GPUs. In addition to its infrastructure announcements, Anthropic is providing employee-like access to METR for safety evaluations, strengthening its election safeguards for US midterms, and opening a new office in Singapore alongside a government MOU for safe AI adoption.
Anthropic expands partnership with Google and Broadcom for multiple gigawatts of next-generation compute
Anthropic has signed an agreement with Google and Broadcom to secure multiple gigawatts of next-generation TPU capacity starting in 2027. The expansion supports surging customer demand, with run-rate revenue surpassing $30 billion. The vast majority of the new compute will be sited in the United States.
Why it matters
This massive compute commitment highlights the staggering infrastructure investments required to fuel the exponential growth of frontier AI models. It also reinforces the strategic reliance on diverse custom silicon partnerships across major cloud ecosystems.