Anthropic gears up for its next leap in compute power through an expanded partnership with Google Cloud.
In a new press release, Anthropic says it struck a deal with Google Cloud to access up to one million TPU chips, hardware worth tens of billions of dollars.
The company says the deal will provide “well over a gigawatt of capacity” coming online in 2026, enough to train and serve the next generations of its Claude models.
This partnership builds on Anthropic’s earlier 2023 collaboration with Google Cloud, which already powers Claude models through Vertex AI and the Google Cloud Marketplace. Thousands of enterprises, including Figma, Palo Alto Networks and Cursor now use Claude through Google’s platform.
Anthropic CFO Krishna Rao says the partnership is a necessity for the firm to secure the compute capacity it needs and define the frontier of AI.
“Our customers—from Fortune 500 companies to AI-native startups—depend on Claude for their most important work, and this expanded capacity ensures we can meet our exponentially growing demand while keeping our models at the cutting edge of the industry.”
The company says TPUs were chosen for their “price-performance and efficiency,” as well as Anthropic’s established experience using them to train and deploy models at scale.
Last week, reports emerged that Anthropic projects its annualized revenue to hit $9 billion by the end of 2025 and soar as high as $26 billion in 2026, fueled by the accelerating adoption of its enterprise products.
Sources said Anthropic is targeting a $20 billion annual revenue run rate for 2026 as its base-case scenario, with the $26 billion figure projected for the best-case outcome.
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