Anthropic has signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity expected to come online in 2027. The deal marks Anthropic's largest compute commitment to date, driven by explosive revenue growth — run-rate revenue has surpassed $30 billion in 2026, up from ~$9 billion at end of 2025. The number of business customers spending over $1 million annually has doubled to over 1,000 in under two months. Most of the new compute will be US-based. Anthropic continues to diversify its hardware across AWS Trainium, Google TPUs, and NVIDIA GPUs, with Amazon remaining its primary cloud and training partner.
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