"Krishna Rao, Anthropic's chief financial officer, described it as 'our most significant compute commitment to date,' adding that the agreement represents a continuation of the company's 'disciplined approach to scaling infrastructure.'"
"The majority of the new capacity will be located in the United States, extending Anthropic's November 2025 commitment to invest $50bn in American AI computing infrastructure."
"Under the new arrangement, Broadcom acts as the intermediary layer between Google's custom silicon and Anthropic's training and inference workloads."
"Broadcom has signed a separate long-term agreement with Google to design and supply future generations of custom TPU chips, and a supply assurance agreement to provide networking and other components for Google's next-generation AI data racks through 2031."
Anthropic has entered a major agreement to access 3.5 gigawatts of Google TPU compute capacity through Broadcom starting in 2027. This commitment is the largest to date for Anthropic, which has seen its revenue run rate exceed $30 billion, up from $9 billion at the end of 2025. The deal builds on a previous commitment of 1 gigawatt in 2026 and supports Anthropic's strategy to scale its infrastructure significantly. Broadcom plays a crucial role as the intermediary in this arrangement, enhancing its position in AI infrastructure.
Read at TNW | Anthropic
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