Anthropic Signs Multi-Gigawatt TPU Deal with Google and Broadcom as Revenue Hits $30 Billion Run-Rate
Anthropic has locked in next-generation TPU capacity measured in gigawatts, coming online in 2027, while revealing that its annualized revenue has more than tripled from $9 billion to $30 billion in roughly a quarter. The deal reshapes the competitive map of frontier AI compute.
Anthropic announced Monday that it has signed an agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity to train and serve frontier Claude models, with delivery beginning in 2027. As @AnthropicAI put it plainly: the company needs the compute to keep pace. The scale of the commitment — described in power-plant units, not chip counts — signals a new phase in the AI infrastructure buildout where energy capacity, not silicon availability, is the binding constraint.
The announcement came paired with a staggering financial disclosure. Anthropic's run-rate revenue has surpassed $30 billion, as the company confirmed, up from $9 billion at the end of 2025. That's more than a 3x increase in what appears to be roughly three to four months — a growth trajectory that, if sustained, would make Anthropic one of the fastest-scaling enterprise software companies in history. For context, OpenAI reportedly crossed $30 billion in annualized revenue sometime in late 2025 or early 2026, meaning Anthropic is now running neck-and-neck with its primary rival on the top line.
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