Anthropic is committing to one of its largest infrastructure expansions as demand for its AI systems accelerates.
The company says it has signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, with deployment expected to begin in 2027.
The deal marks a significant scale-up in compute, aimed at supporting future versions of its Claude models and meeting rising enterprise demand.
The investment comes as Anthropic continues to witness rapid growth in both revenue and customer adoption.
“Our run-rate revenue has now surpassed $30 billion—up from approximately $9 billion at the end of 2025. When we announced our Series G fundraising in February, we shared that over 500 business customers were each spending over $1 million on an annualized basis. Today that number exceeds 1,000, doubling in less than two months.”
The company says the partnership with Google and Broadcom is part of a broader effort to scale infrastructure in line with demand.
“This groundbreaking partnership with Google and Broadcom is a continuation of our disciplined approach to scaling infrastructure: we are building the capacity necessary to serve the exponential growth we have seen in our customer base while also enabling Claude to define the frontier of AI development.”
Anthropic says most of the new compute capacity will be located in the United States, expanding on its prior commitment to invest $50 billion in domestic infrastructure.
The company says it continues to operate across multiple hardware and cloud providers, including AWS Trainium, Google TPUs, and Nvidia GPUs, while maintaining Amazon as its primary cloud partner.
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