Anthropic secures access to 3.5 gigawatts of compute capacity in Google and Broadcom partnership

Anthropic expanded its strategic partnership with Google and Broadcom to secure about 3.5 gigawatts of additional compute capacity, with new TPU infrastructure expected to come online beginning in 2027. Broadcom confirmed in a regulatory filing a long-term supply agreement with Google for custom TPUs and networking through 2031. Anthropic said its run-rate revenue exceeded $30 billion in 2026 (up from $9 billion at end-2025) and reiterated prior plans to invest $50 billion in domestic compute, including a $7 billion, 245 MW lease with Hut 8. Market impact: the deal reinforces demand for Google’s cloud/TPU services and Broadcom’s data-center components, implying potential revenue tailwinds for GOOG and AVGO and strengthening U.S. AI/HPC infrastructure.