Anthropic orders gigawatts of TPU capacity from Google and Broadcom

Anthropic has signed a deal with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, expected online from 2027. The compute will support Claude's frontier models as the company's run-rate revenue hits $30 billion, up from $9 billion at end-2025. Over 1,000 business customers now spend more than $1 million annually, double the figure from February. Most capacity will be sited in the US. Anthropic trains Claude across AWS Trainium, Google TPUs, and NVIDIA GPUs, maintaining AWS as primary partner while expanding its multi-cloud strategy. The scale of this order reflects genuine demand, not speculation.