Anthropic, an AI research lab, announced a new agreement with Google and Broadcom to enhance processing and compute capacity for its Claude AI models due to increased demand. This expands Anthropic’s use of Google Cloud’s TPUs, building on an October 2025 deal for over one gigawatt of compute capacity.
New compute capacity will be available in 2027, though Anthropic hasn’t detailed it, a Broadcom SEC filing indicates a 3.5-gigawatt deal. Most compute will be in the U.S., aligning with its $50 billion U.S. infrastructure commitment.
“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,” said Krishna Rao, CFO of Anthropic. “We are making our most significant compute commitment to date to keep pace with our unprecedented growth.”
The company has not commented to TechCrunch. Demand for Claude models has soared, despite the U.S. Defense Department labeling Anthropic a supply chain risk. Anthropic recently closed a $30 billion Series G funding round, valuing it at $380 billion.
The company’s run rate revenue reached $30 billion, a significant rise from $9 billion at the end of 2025, with over 1,000 businesses spending more than $1 million annually.