Anthropic Locks In Gigawatts of TPU Power as Revenue Hits $30B

Anthropic has signed a major compute agreement with Google and Broadcom, securing approximately 3.5 gigawatts of next-generation TPU capacity starting in 2027 — on top of the 1 GW already in place for 2026. Broadcom also locked in a long-term deal to design future TPU generations for Google, plus networking components for AI data racks through 2031.

The announcement dropped alongside a sharp revenue milestone: Anthropic's annualized run rate has crossed $30 billion, up from ~$9B at the end of 2025. Over 1,000 enterprise customers are now spending more than $1M/year on Claude — a number that's more than doubled since February.

The deal is framed as part of Anthropic's $50B commitment to US AI infrastructure, with the majority of the new capacity based on American soil — a pointed move given ongoing geopolitical pressure around compute access.

Why it matters: Locking in gigawatts years in advance signals Anthropic is planning for always-on agentic workloads at a scale that dwarfs today's chatbot traffic.