AI research lab Anthropic has announced a significant expansion of its compute agreements with Google and Broadcom to power its Claude AI models. The new deals, revealed on Monday, come as demand for the company's models continues to skyrocket, with its annual revenue run rate now reported at $30 billion.
The agreements will increase Anthropic's use of Google Cloud's tensor processing units (TPUs) and represent an expansion of a compute capacity deal struck in October 2025. According to a recent Broadcom SEC filing, the new arrangement includes 3.5 gigawatts of compute power, with the majority to be housed in the United States.
Unprecedented Growth Drives Infrastructure Push
This new compute capacity is scheduled to come online in 2027. In a blog post, Anthropic framed the move as an extension of its $50 billion commitment to invest in U.S. compute infrastructure.
"This groundbreaking partnership with Google and Broadcom is a continuation of our disciplined approach to scaling infrastructure," said Krishna Rao, CFO of Anthropic. "We are making our most significant compute commitment to date to keep pace with our unprecedented growth."
Financial and Commercial Momentum
The infrastructure expansion follows a period of explosive growth for Anthropic. The company recently closed a $30 billion Series G funding round, valuing it at $380 billion. Its revenue run rate has jumped drastically from $9 billion at the end of 2025 to the current $30 billion.
Enterprise adoption remains strong, with the company now boasting more than 1,000 business customers each spending over $1 million on an annualized basis. This demand persists despite the U.S. Defense Department's designation of Anthropic as a supply chain risk.
Context and Industry Position
The deal underscores the intense competition and massive capital requirements in the frontier AI sector. Anthropic's need for vast compute resources mirrors industry trends, where access to advanced chips like TPUs is a critical bottleneck for development and scaling.
The company did not respond to a request for comment from TechCrunch regarding the specifics of the expanded agreements.