Anthropic has announced a significant expansion of its compute infrastructure through a new multi-gigawatt agreement with Google and Broadcom, aimed at supporting the rapid growth of its frontier AI models, including Claude.
The agreement will bring next-generation TPU capacity online starting in 2027, marking Anthropic’s largest compute commitment to date. The additional infrastructure is expected to power future iterations of its Claude models and meet surging global demand from enterprise customers.
“This groundbreaking partnership with Google and Broadcom is a continuation of our disciplined approach to scaling infrastructure,” said Krishna Rao, Chief Financial Officer at Anthropic. “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’s growth trajectory has accelerated sharply in 2026, with its run-rate revenue surpassing $30 billion, up from approximately $9 billion at the end of 2025. The company also reported that more than 1,000 business customers are now spending over $1 million annually, doubling in less than two months.
Most of the new computing capacity will be deployed in the United States, aligning with the company’s broader commitment announced in November 2025 to invest $50 billion in strengthening domestic computing infrastructure.
The partnership further deepens Anthropic’s collaboration with Google Cloud, building on previously announced TPU capacity expansions, while also strengthening its relationship with Broadcom.
Anthropic continues to adopt a multi-platform hardware strategy, training and running Claude across AWS Trainium, Google TPUs, and NVIDIA GPUs. This diversified approach enables the company to optimise performance and improve resilience for enterprise users.
While Amazon Web Services remains Anthropic’s primary cloud provider and training partner—particularly through initiatives such as Project Rainier—the company has positioned Claude as the only frontier AI model available across the three largest cloud ecosystems: Amazon Web Services (Bedrock), Google Cloud (Vertex AI), and Microsoft Azure.
With demand for generative AI continuing to surge, Anthropic’s latest infrastructure expansion underscores the growing importance of scalable, high-performance compute in shaping the next phase of AI innovation.
