"Anthropic's new agreement expands its use of Google Cloud's tensor processing units (TPUs) and builds on a previous deal for over a gigawatt of compute capacity. The deal encompasses 3.5 gigawatts of compute, equivalent to the power consumption of several hundred thousand homes, with most capacity housed in the United States."
"The infrastructure push is underwritten by explosive commercial traction, with Anthropic's run rate revenue now approximately $30 billion, up from roughly $9 billion at the end of 2025. This growth trajectory has positioned Anthropic among the most highly capitalized private companies in recent history."
Anthropic has signed a significant compute expansion deal with Google and Broadcom, adding 3.5 gigawatts of processing capacity expected to be operational by 2027. This agreement marks Anthropic's largest infrastructure commitment and coincides with a tripling of its annualized revenue, now approximately $30 billion. The deal emphasizes the growing importance of compute infrastructure in the AI industry, suggesting a shift towards an oligopoly where control over resources will dictate success. The majority of the new capacity will be based in the U.S., reflecting a $50 billion investment in domestic infrastructure.
Read at Silicon Canals
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