Anthropic just signed a deal with Google and Broadcom for 3.5 gigawatts of next-generation TPU capacity… starting in 2027… through 2031 let me explain why this matters → their run rate revenue just hit $30 billion... it was $9 billion at the end of 2025... that's more than 3x since the end of 2025 → in December 2024 they were at $1 billion... 16 months later they're at $30 billion... not sure any enterprise tech company in history has ever scaled this fast → they went from 500 business customers spending $1M+ annually to over 1,000… in less than two months → they raised $30B in their Series G in February at a $380 billion valuation... that was two months ago... they've already outgrown it → they're already using about 1 gigawatt of TPU capacity in 2026... this deal adds 3.5 more gigawatts starting next year → Claude is the only frontier AI model available on all three major clouds… AWS, Google Cloud, and Azure... nobody else has that → Amazon is still their primary cloud partner through Project Rainier... this Google deal is on top of that... they're not switching... they're stacking systems → Broadcom's own SEC filing notes this deal depends on Anthropic's "continued commercial success"… at $30 billion run-rate that's less of a caveat and more of a flex → analyst reports suggest a potential IPO as early as October 2026 at $400 to $500 billion $1 billion to $30 billion in 16 months is insane love them or hate them Anthropic is dominating the AI race