Anthropic has struck a major infrastructure deal with Google and Broadcom to secure multi-gigawatt computing capacity, as demand for its Claude AI models continues to climb. Details in a recent securities filing show Broadcom will support future iterations of Google's tensor processing units (TPUs), with part of that capacity allocated to Anthropic. The arrangement is expected to unlock roughly 3.5 gigawatts of compute, with deployments beginning to scale from 2027.
US-focused buildout and financial milestones
Most of the new infrastructure will be located in the United States, extending an earlier pledge to invest $50 billion into domestic compute capacity. The expansion also builds on Anthropic's existing relationships with Google Cloud and Broadcom. The company reported that its annualized revenue has now crossed $30 billion, up sharply from around $9 billion at the end of last year. More than 1,000 enterprise customers are each spending over $1 million annually, a figure that has doubled within weeks. “We are making our most significant compute commitment to date to keep pace with our unprecedented growth,” said CFO Krishna Rao. “This partnership will build the capacity necessary to serve the exponential growth in our customer base.”
Broadcom's expanding AI revenue pipeline
For Broadcom, the deal adds to a growing list of AI infrastructure partnerships. CEO Hock Tan confirmed on the March earnings call that the company was already supplying roughly 1 gigawatt of compute for Anthropic via Google's TPU systems, with demand expected to surpass 3 gigawatts by 2027. Wall Street estimates suggest significant earnings potential. Analysts at Mizuho project that Broadcom may generate about $21 billion in AI-related revenue from Anthropic in 2026, potentially doubling to $42 billion the following year.
Competition across AI infrastructure remains intense. Developers like Anthropic rely on a mix of hardware, including Nvidia GPUs, Google TPUs, and custom chips. Broadcom is also working with OpenAI on separate silicon efforts. Cloud providers Amazon, Google, and Microsoft remain central to delivering compute at scale. Anthropic noted that its Claude models are now deployed across all three major cloud ecosystems, allowing workloads to be distributed based on performance needs.