We have signed a brand new settlement with Google and Broadcom for multiple gigawatts of next-generation TPU capability that we count on to return on-line beginning in 2027. This vital growth of our compute infrastructure will energy our frontier Claude fashions and assist us serve extraordinary demand from prospects worldwide.
“This groundbreaking partnership with Google and Broadcom is a continuation of our disciplined approach to scaling infrastructure: we are building the capacity necessary to serve the exponential growth we have seen in our customer base while also enabling Claude to define the frontier of AI development,” mentioned Krishna Rao, CFO of Anthropic. “We are making our most significant compute commitment to date to keep pace with our unprecedented growth.”
Demand from Claude prospects has accelerated in 2026. Our run-rate income has now surpassed $30 billion—up from roughly $9 billion on the finish of 2025. When we introduced our Series G fundraising in February, we shared that over 500 enterprise prospects had been every spending over $1 million on an annualized foundation. Today that quantity exceeds 1,000, doubling in lower than two months.
The overwhelming majority of the brand new compute shall be sited within the United States, making this partnership a significant growth of our November 2025 dedication to invest $50 billion in strengthening American computing infrastructure.
The partnership deepens our current work with Google Cloud—constructing on the elevated TPU capacity we introduced final October—in addition to our relationship with Broadcom.
We prepare and run Claude on a spread of AI {hardware}—AWS Trainium, Google TPUs, and NVIDIA GPUs—which implies we will match workloads to the chips greatest suited for them. This variety of platforms interprets to raised efficiency and larger resilience for prospects who depend upon Claude for vital work. Amazon stays our major cloud supplier and coaching companion, and we proceed to work carefully with AWS on Project Rainier. Claude stays the one frontier AI mannequin obtainable to prospects on all three of the world’s largest cloud platforms: Amazon Web Services (Bedrock), Google Cloud (Vertex AI), and Microsoft Azure (Foundry).
