Anthropic doubles down on compute with Google and Broadcom, revenue hits $30B

Anthropic just dropped some serious numbers. The company announced a new deal with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, expected to come online in 2027. This is on top of their existing commitments and signals just how fast Claude is growing.

CFO Krishna Rao called it “our most significant compute commitment to date,” and honestly, that tracks. The demand numbers are staggering: run-rate revenue has hit $30 billion, up from around $9 billion at the end of 2025. That’s more than tripling in roughly a year. And the number of business customers spending over $1 million annually? Doubled in less than two months, now over 1,000.

Most of this new compute will be built in the US, expanding on their November 2025 pledge to invest $50 billion in American infrastructure. That’s a lot of concrete and silicon.

What I find interesting is Anthropic’s hardware strategy. They train and run Claude on AWS Trainium, Google TPUs, and NVIDIA GPUs—mixing platforms to match workloads. That’s not just flexibility; it’s leverage. They’re not locked into any single vendor, which matters when you’re scaling this hard. Amazon stays their primary cloud provider and training partner (Project Rainier is still going), but Claude is also the only frontier model available on all three major clouds: AWS Bedrock, Google Vertex AI, and Azure Foundry.

This deal deepens their existing work with Google Cloud and Broadcom, building on the increased TPU capacity announced last October. It’s a clear signal that Anthropic is betting big on custom silicon, not just NVIDIA’s GPUs. And with revenue growing this fast, they can afford to.

The real question is whether the infrastructure can keep up with demand. $30 billion in run-rate revenue is impressive, but it also means they’re burning through compute at an incredible rate. These gigawatts won’t come online until 2027, so they’ll need to manage capacity carefully until then.

Still, it’s a bold move. Anthropic is positioning itself as a serious player in the infrastructure race, not just a model lab. And with Google and Broadcom backing them, they’ve got the firepower to see it through.