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Anthropic expands partnership with Google and Broadcom for next-gen compute

Anthropic expands partnership with Google and Broadcom for multiple gigawatts of next-generation compute

anthropic.com

April 6, 2026

2 min read

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61/100

Summary

Anthropic has signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, expected to be operational starting in 2027. This expansion will enhance compute infrastructure to support the deployment of Claude models and meet increasing customer demand.

Key Takeaways

Anthropic has signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, expected to come online starting in 2027.
Anthropic's run-rate revenue has surpassed $30 billion, increasing from approximately $9 billion at the end of 2025, with over 1,000 business customers each spending over $1 million annually.
The majority of the new compute capacity will be located in the United States, expanding Anthropic's commitment to invest $50 billion in American computing infrastructure.
Claude is the only frontier AI model available on all three major cloud platforms: Amazon Web Services, Google Cloud, and Microsoft Azure.

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Community Sentiment

Mixed

Positives

The partnership with Google and Broadcom signals a significant investment in next-gen compute, which could enhance AI model capabilities and performance.
Increased focus on power consumption in AI infrastructure reflects a growing awareness of efficiency, which is crucial for sustainable AI development.

Concerns

Concerns about Broadcom's reputation raise questions about the stability and ethics of the partnership, potentially impacting trust in the collaboration.
The confusion around token pricing versus processing power indicates a lack of clarity in AI cost structures, which could hinder developer adoption and transparency.