Anthropic Partners with Google and Broadcom on Next-Gen Compute Expansion Plan

Mo. Basuony

Published: April 10, 2026 10:52 AM ET

Anthropic has reached an agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity. The new capacity is expected to begin coming online in 2027.

Anthropic Partners with Google and Broadcom on Next-Gen Compute Expansion Plan will locate most capacity in the United States. The buildout will support the company’s frontier Claude models and global customer demand.

Deal specifics and strategic context

The expansion follows Anthropic’s November 2025 pledge to invest $50 billion in U.S. computing infrastructure. It also builds on increased TPU capacity the company announced last October. Anthropic said the deal deepens its relationships with Google Cloud and Broadcom.

CFO Krishna Rao described the commitment as the company’s largest to date. He said more capacity is required to match rapid customer growth.

Customer demand and financial momentum

Customer usage accelerated throughout 2026. Anthropic’s run-rate revenue has climbed past $30 billion.

That figure rose from roughly $9 billion at the end of 2025. When Anthropic announced its Series G fundraising in February, it reported over 500 business customers spending more than $1 million annually.

That cohort has since surpassed 1,000 customers. The count roughly doubled in under two months.

Hardware mix and cloud strategy

Anthropic trains and runs Claude across multiple hardware platforms. The company uses AWS Trainium, Google TPUs, and NVIDIA GPUs.

Amazon remains the primary cloud provider and training partner.
Anthropic continues collaboration with AWS on Project Rainier.
Claude is available on AWS Bedrock, Google Cloud Vertex AI, and Microsoft Azure Foundry.

This multi-platform approach lets Anthropic match workloads to optimal chips. The strategy improves performance and resilience for enterprise customers.

Timeline and expected impact

The bulk of capacity is planned for U.S. sites and will come online starting in 2027. The expansion aims to support Claude as it scales to meet global demand.

The deal signals a major step in Anthropic’s infrastructure growth. It aims to ensure operational capacity keeps pace with rapid revenue and customer increases.

Source: Filmogaz.com