Anthropic expands partnership w Google and Broadcom for multiple GW of compute
8 hours ago
- #Compute Scaling
- #Partnership Expansion
- #AI Infrastructure
- Anthropic signs new agreement with Google and Broadcom for multi-gigawatt next-generation TPU capacity starting in 2027.
- Expansion to power frontier Claude models and meet high global customer demand; run-rate revenue surpasses $30 billion in 2026.
- CFO cites disciplined scaling approach to support exponential growth; over 1,000 business customers each spending over $1 million annually.
- Majority of new compute to be located in the U.S., expanding on previous $50 billion commitment to American infrastructure.
- Partnership builds on existing Google Cloud and Broadcom work; Anthropic uses diverse AI hardware (AWS Trainium, Google TPUs, NVIDIA GPUs).
- Claude remains the only frontier AI model available on all three major cloud platforms: AWS, Google Cloud, and Microsoft Azure.
- Related content includes partnerships with Australian government, $100 million Claude Partner Network, and launch of The Anthropic Institute.