Anthropic Expands Cooperation with Google and Broadcom

Anthropic announced that it has signed new agreements with Google and Broadcom to acquire multiple gigawatt level next-generation TPU capacities, expected to go live from 2027. The significant expansion of this computing infrastructure will power its cutting-edge Claude model. And it can help serve the enormous demand from global customers.
Anthropic CFO Krishna Rao said, “This breakthrough collaboration with Google and Broadcom continues our rigorous approach to expanding infrastructure: we are building the necessary capacity to serve the exponential growth of our customer base. This allows Claude to define the forefront of AI development. We are making the most significant computing commitment to date to keep up with our unprecedented growth pace.”
Since 2026, Claude’s customer demand has accelerated. Anthropic’s annualized operating rate revenue has now exceeded $30 billion. And by the end of 2025, this figure will be around $9 billion. The company revealed in February when announcing its Series G financing that over 500 corporate clients had annualized expenditures exceeding $1 million. Nowadays, this number has exceeded 1000, doubling in less than two months.

The vast majority of the newly added computing power will be located in the United States, making this partnership a significant expansion of Anthropic’s commitment to invest $50 billion in strengthening the US computing infrastructure by November 2025. This agreement deepens the existing collaboration between Anthropic and Google Cloud (in October last year, Anthropic and Google announced a “multi billion dollar” deal involving 1 million Google TPUs). The transaction may bring over 1GW of AI computing capacity to Anthropic this year. Also, it deepens the relationship with Broadcom (which has signed a long-term agreement with Google to develop and supply customized TPUs).

Anthropic trains and runs Claude on various AI hardware, including AWS Trainium, Google TPU, and NVIDIA GPU. It means workloads can be matched with the most suitable chips. The diversity of this platform brings better performance and stronger resilience to customers who rely on Claude for critical work. Amazon remains Anthropic’s primary cloud provider and training partner, and both parties continue to closely collaborate on Project Rainier. Claude remains the only cutting-edge AI model that can be used on all three global cloud platforms (Bedrock from Amazon Web Services, Vertex AI from Google Cloud, and Foundry from Microsoft Azure).