Anthropic ups compute deal with Google and Broadcom amid skyrocketing demand

Anthropic ups compute deal with Google and Broadcom amid skyrocketing demand

TechCrunch business

Key Points:

  • Anthropic has signed a new agreement with Google and Broadcom to increase processing and compute capacity for its Claude AI models, responding to soaring demand.
  • The deal expands Anthropic’s use of Google Cloud’s tensor processing units (TPUs) and includes 3.5 gigawatts of compute capacity, expected to come online in 2027.
  • Most of the new compute capacity will be based in the U.S., supporting Anthropic’s $50 billion commitment to U.S. compute infrastructure investment.
  • Anthropic’s revenue has surged to a $30 billion run rate from $9 billion at the end of 2025, fueled by enterprise customers, with over 1,000 businesses spending more than $1 million annually.
  • The company recently closed a $30 billion Series G funding round valuing it at $380 billion, despite concerns from the U.S. Defense Department about supply-chain risks.

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