Anthropic Signs Major Compute Deal With Google And Broadcom For Multiple Gigawatts Of AI Infrastructure

Anthropic, the AI safety company behind the Claude family of models, has entered into a landmark agreement with Google and Broadcom to secure multiple gigawatts of next-generation computing infrastructure. The new capacity, built on Google's Tensor Processing Units (TPUs), is expected to come online starting in 2027 and marks the company's largest infrastructure investment to date.

Anthropic Revenue Surpasses $30 Billion as Customer Demand Surges

The announcement comes at a moment of striking commercial momentum for Anthropic. The company's run-rate revenue has now surpassed $30 billion, a more than threefold increase from approximately $9 billion recorded at the close of 2025. 

That growth rate is accelerating rapidly: the number of enterprise customers each spending over $1 million per year on an annualized basis has more than doubled in fewer than two months, rising from over 500 in February 2026 to more than 1,000 today.

Anthropic CFO Krishna Rao framed the deal as a deliberate response to that expansion. "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," Rao said.

Most New AI Compute Capacity to Be Built in the United States

The vast majority of the new computing infrastructure will be located within the United States, deepening a commitment Anthropic made in November 2025 to direct $50 billion toward American AI computing capacity. The Google-Broadcom agreement represents a significant extension of that pledge, reinforcing Anthropic's position as one of the largest investors in domestic AI infrastructure.

Partnership Extends Anthropic's Google Cloud and Broadcom Relationships

The deal builds on Anthropic's expanding relationship with Google Cloud, including additional TPU capacity announced in October 2025, as well as its existing relationship with Broadcom. Rather than depending on a single hardware provider, Anthropic has adopted a diversified compute strategy. 

The company currently trains and operates Claude across AWS Trainium chips, Google TPUs, and NVIDIA GPUs, an approach it says allows it to match specific workloads to the hardware best suited for them, improving both performance and resilience for enterprise customers.

Despite the expanded Google partnership, Amazon Web Services remains Anthropic's primary cloud provider and training partner, with the two companies continuing joint work under Project Rainier.

Claude Now Available on AWS, Google Cloud, and Microsoft Azure

One commercially significant detail in the announcement concerns Anthropic's reach across the cloud market. Claude is currently the only frontier AI model available to customers across all three of the world's largest cloud platforms, Amazon Web Services via Bedrock, Google Cloud via Vertex AI, and Microsoft Azure via Foundry.

That cross-platform availability gives enterprise customers the flexibility to access Claude's models regardless of which cloud ecosystem their business is already committed to.

The new compute deal is the latest in a series of large-scale strategic moves by Anthropic in early 2026, following its Series G fundraising round announced in February and the rollout of several enterprise-facing programs and partnerships.