Anthropic’s revenue rate has exceeded $30 billion, a significant rise from approximately $9 billion at the end of 2025. This increase accompanies a newly expanded agreement allowing Anthropic to utilize 3.5 gigawatts (GW) of Google’s Tensor Processing Units (TPU) capacity from Broadcom.
A regulatory filing from Broadcom indicated that Anthropic’s TPU capacity usage will depend on its ongoing commercial success. This multi-gigawatt capacity is anticipated to start coming online in 2027. The expanded agreement is expected to strengthen the partnership between Anthropic and Google.
In October, the companies announced a deal valued in the “tens of billions of dollars” for 1 million TPUs. This initial agreement is projected to deliver over 1 GW of AI compute capacity for Anthropic by the end of 2026. Broadcom confirmed its long-term agreement with Google for the development and supply of custom TPUs.
Anthropic has also secured multibillion-dollar agreements for computing capacity with Nvidia and Microsoft. The company operates its AI model, Claude, on various platforms, including Amazon Web Services’ Trainium, Google TPUs, and Nvidia GPUs, with Amazon identified as its primary cloud provider and training partner.
The majority of the newly acquired compute capacity is expected to be based in the United States, further enhancing Anthropic’s $50 billion investment aimed at bolstering the country’s computing infrastructure. This strategic move follows a surge in demand for Anthropic’s AI tools in 2026, with the company capturing 73% of first-time AI tool spending, compared to OpenAI’s decline to 27%.
Currently, more than 1,000 of Anthropic’s business clients are spending over $1 million annually, with customer numbers doubling in under two months. Krishna Rao, Anthropic’s Chief Financial Officer, stated, “We are building the capacity necessary to serve the exponential growth we have seen in our customer base while also enabling Claude to define the frontier of AI development.”
Rao further noted, “We are making our most significant compute commitment to date to keep pace with our unprecedented growth.” In February, Anthropic raised $30 billion in a Series G funding round led by Coatue Management and Singapore’s GIC, valuing the company at $380 billion.
