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Anthropic Secures Google and Broadcom TPU Deal Starting in 2027

Anthropic said it signed agreements with Google and Broadcom for several gigawatts of next-generation TPU capacity from 2027 as Claude’s annualized revenue rose from $9 billion to more than $30 billion.

Fact Check
The strongest available evidence is the traced primary-source link to the AnthropicAI X post at https://x.com/AnthropicAI/status/2041275561704931636?s=20, which multiple tool observations describe as stating that Anthropic signed an agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity starting in 2027 and that its run-rate revenue surpassed $30 billion from $9 billion. The fetched article "Anthropic secures multi gigawatt TPU deal with Google and Broadcom" independently repeats the same figures, adds an approximate scale of 3.5 GW, and attributes them to Broadcom disclosures and CNBC. Although direct fetches of the Anthropic X post and CNBC article failed in this run, the evidence gathered is internally consistent and no conflicting evidence was found. Confidence is medium rather than high because the exact primary text could not be directly fetched.
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Summary

Anthropic said it signed agreements with Google and Broadcom for several gigawatts of next-generation TPU capacity starting in 2027. The company said the compute will be used to train and run Claude models. Anthropic also said its annualized revenue has exceeded $30 billion, up from $9 billion at the end of 2025.

Terms & Concepts
  • TPU: Tensor Processing Unit, a specialized chip designed to accelerate artificial intelligence training and inference workloads.
  • Claude: Anthropic’s artificial intelligence model family and chatbot product.
  • Annualized revenue: A revenue figure extrapolated over a full year based on the company’s current pace of sales.