Anthropic ups compute deal with Google and Broadcom amid skyrocketing demand

Anthropic has expanded its compute agreement with Google and Broadcom to secure substantially more processing capacity for its Claude AI models, with new capacity expected online in 2027. A Broadcom SEC filing indicates the deal includes about 3.5 gigawatts of compute, building on prior TPU commitments with Google Cloud. The move supports Anthropic’s rapid commercial growth — run-rate revenue rose to $30 billion from $9 billion at end-2025 and the company recently closed a $30 billion Series G valuing it at $380 billion. Market implications: the deal likely boosts revenue and cloud demand for Google (and hardware/service opportunities for Broadcom), underscores large long-term cloud infrastructure spending by leading AI customers, and signals continued capex and partner revenue upside for infrastructure providers.