Anthropic Secures 3.5 GW TPU Compute From Google-Broadcom, Revenues Surge to $30B

Anthropic secured approximately 3.5 gigawatts of next-generation TPU compute capacity from Google and Broadcom.

“Anthropic has tonight announced a major deal that will see Google and Broadcom powering Claude through next-generation TPU capacity starting as soon as next year”

9to5Google

The compute power is expected to come online starting in 2027 to fuel Anthropic's frontier Claude AI models.

9to5Google

CFO Krishna Rao described it as our most significant compute commitment to date.

Broadcom acts as an intermediary between Google's custom silicon and Anthropic's workloads.

The majority of new compute will be sited in the United States.

Anthropic's annualized revenue jumped from $9 billion to over $30 billion in 2026.

AI compute demand is emerging as a direct competitor to bitcoin mining for scarce resources.

Anthropic's deal was framed as a new rival for cheap power traditionally sought by bitcoin miners.

@coindesk

Major bitcoin mining companies are shifting toward hosting AI workloads.

The compute-follows-power model is a strategic response to energy arbitrage.

The scale of compute infrastructure requires gigawatts of sustained power.

Broadcom's strategic role deepened with a long-term partnership to develop future TPUs.

“Anthropic expands partnership with Google and Broadcom for multiple gigawatts of next-generation compute We have signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity that we expect to come online starting in 2027”

Anthropic

Broadcom stock rose approximately 3% after hours.

Mizuho analysts estimated Broadcom could earn $21 billion in AI revenue from Anthropic in 2026.

The deal reduces Anthropic's dependency on traditional GPUs.

Anthropic is preparing for a potential public listing.