Broadcom to supply Anthropic with 3.5 gigawatts of Google TPU capacity from 2027 — Claude pioneer says its annual revenue run rate has passed $30 billion

Broadcom disclosed in a securities filing on Monday that it’ll supply Anthropic with roughly 3.5 gigawatts of Google TPU capacity starting in 2027, and separately committed to designing and supplying future generations of Google's TPUs through 2031.

This new Anthropic capacity is in addition to the 1 GW already coming online in 2026 under the Google Cloud agreement announced last October, and the filing states that Anthropic's use of the expanded capacity is contingent on its continued commercial performance.

The Monday filing covers two linked arrangements. The first is a supply assurance agreement under which Broadcom will provide networking and other components for Google's next-generation AI racks through 2031. The second is the expanded three-way collaboration with Anthropic, which routes Google-designed TPUs to the AI company via Broadcom as part of the multi-gigawatt commitment Anthropic has made for next-generation TPU-based compute. The vast majority of the new infrastructure will be located in the United States, extending the $50 billion American AI infrastructure commitment Anthropic made in November 2025.

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Anthropic said in a blog post that its annualized revenue run rate has now passed $30 billion, up from around $9 billion at the end of 2025, and that more than 1,000 business customers are spending over $1 million a year on its services, double the figure from February.

"This groundbreaking partnership with Google and Broadcom is a continuation of our disciplined approach to scaling infrastructure: we are building the capacity necessary to serve the exponential growth we have seen in our customer base," Krishna Rao, Anthropic's chief financial officer, said in the blog post. Amazon Web Services remains Anthropic's primary cloud and training partner under Project Rainier, the Trainium 2-based supercluster in Indiana, and the new Google-Broadcom capacity sits alongside that arrangement rather than replacing it.

Google, of course, owns both the TPU architecture and software stack, with Broadcom acting as the silicon implementation partner, converting Google's architecture into a manufacturable ASIC layout while supplying high-speed SerDes, power management, and packaging. TSMC handles fabrication.

The same division of labor underpins Broadcom's separate $10 billion custom silicon program with OpenAI, announced as a 10 GW co-development effort last October, which makes Broadcom the implementation layer for two of the three largest U.S. frontier model developers. Analysts at Mizuho, led by Vijay Rakesh, estimated that Broadcom would record $21 billion in AI revenue from Anthropic in 2026 and $42 billion in 2027, figures Mizuho published in a note following Broadcom's March earnings call, though the SEC filing didn’t contain any specific amounts.

Both Anthropic and OpenAI continue to draw heavily on Nvidia GPUs through cloud providers including AWS, Google Cloud, and Microsoft Azure, and OpenAI has separately committed to 6GW of AMD GPU capacity, with the first gigawatt expected in the second half of this year.

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