Anthropic expands compute partnership with Google and Broadcom to boost Claude AI
Key Points
- Anthropic signs expanded compute deal with Google Cloud and Broadcom.
- Agreement adds roughly 3.5 gigawatts of U.S.-based processing power.
- New capacity slated for deployment in 2027, building on 2025 TPU deal.
- CFO Krishna Rao calls it the company's most significant compute commitment.
- Run‑rate revenue hits $30 billion, up from $9 billion at end‑2025.
- Over 1,000 enterprise customers now spend $1 million+ annually on Claude.
- Deal aligns with Anthropic's $50 billion pledge to invest in U.S. infrastructure.
- U.S. Defense Department previously labeled Anthropic a supply‑chain risk.
Anthropic announced a new agreement with Google Cloud and Broadcom that will add roughly 3.5 gigawatts of compute capacity, primarily in the United States, to power its Claude models. The expansion builds on a 2025 deal and is slated to be operational by 2027, reflecting surging demand from enterprise customers despite recent U.S. Defense Department concerns. CFO Krishna Rao called the move the company’s “most significant compute commitment to date.”
Anthropic revealed Monday that it has signed an expanded compute agreement with Google Cloud and semiconductor giant Broadcom. The three‑party deal will deliver about 3.5 gigawatts of processing power, most of it housed in U.S. data centers, and is expected to go live in 2027. The new capacity augments the October 2025 arrangement that already secured more than a gigawatt of Google‑owned tensor processing units (TPUs) for the company’s Claude series of AI models.
“This groundbreaking partnership with Google and Broadcom is a continuation of our disciplined approach to scaling infrastructure,” CFO Krishna Rao said in the company’s blog post. “We are making our most significant compute commitment to date to keep pace with our unprecedented growth.” The statement underscores Anthropic’s effort to match the rapid uptake of Claude among large‑scale business clients.
Anthropic’s demand surge is evident in its latest financial metrics. The firm reported a run‑rate revenue of $30 billion, a sharp increase from the $9 billion recorded at the close of 2025. More than 1,000 enterprise customers now spend at least $1 million each on an annual basis, indicating that the Claude platform has moved beyond pilot projects into core operational use.
While the precise details of the compute expansion remain confidential, a recent Broadcom SEC filing confirms the 3.5‑gigawatt figure and notes that the bulk of the hardware will be deployed on U.S. soil. The move aligns with Anthropic’s broader $50 billion pledge to invest in domestic compute infrastructure, a commitment the company highlighted as part of its strategic roadmap.
The partnership also reflects a broader industry trend of AI firms locking in large‑scale cloud and chip resources to satisfy escalating model training and inference workloads. Google Cloud’s TPU ecosystem offers the low‑latency, high‑throughput capabilities Anthropic needs, while Broadcom’s silicon expertise provides the custom‑engineered chips that can accelerate Claude’s performance.
Anthropic’s expansion comes despite a recent U.S. Defense Department listing that flagged the company as a potential supply‑chain risk. The designation has not deterred commercial customers, who continue to adopt Claude for tasks ranging from natural‑language processing to data analysis. The firm did not respond to a request for comment from TechCrunch on the security listing.
Earlier this year, Anthropic closed a $30 billion Series G funding round that valued the startup at $380 billion, underscoring investor confidence in its growth trajectory. The fresh compute commitment, combined with its expanding customer base, positions Anthropic to compete more aggressively with rivals such as OpenAI and Microsoft‑backed AI initiatives.
Industry analysts see the deal as a signal that Anthropic is preparing for the next wave of AI adoption, where enterprises will require ever‑larger compute footprints to run sophisticated models at scale. By securing both cloud and chip resources, Anthropic aims to keep its Claude platform at the forefront of generative AI capabilities.