Anthropic has tonight announced a major deal that will see Google and Broadcom powering Claude through next-generation TPU capacity starting as soon as next year.
In a blog post, Anthropic explains that it has signed a new agreement with Google and Broadcom for “multiple gigawatts of next-generation TPU capacity” that could start as soon as 2027, depending on when that hardware comes online. Once available, this will power “frontier Claude models” and serve growing demand for Claude.
The new capacity is largely based in the US, Anthropic says:
We have signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity that we expect to come online starting in 2027. This significant expansion of our compute infrastructure will power our frontier Claude models and help us serve extraordinary demand from customers worldwide…
The vast majority of the new compute will be sited in the United States, making this partnership a major expansion of our November 2025 commitment to invest $50 billion in strengthening American computing infrastructure.
The partnership deepens our existing work with Google Cloud—building on the increased TPU capacity we announced last October—as well as our relationship with Broadcom.
Anthropic adds that demand for Claude services has increased significantly in 2026 so far, with revenue also growing. Apparently, the number of business customers spending over $1 million annually for Claude has more than doubled in less than two months.
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