Anthropic Run Rate Jumps to $30B, Google and Broadcom Secure TPU Supply Through 2031
Anthropic PBC’s revenue run rate surged to $30 billion from $9 billion at the end of 2025, driven by over 1,000 enterprise customers spending more than $1 million each. Google and Broadcom agreed to supply tensor processing units through 2031, scaling Anthropic’s AI compute capacity to 3.5 gigawatts by 2027.
1. Anthropic Revenue Surge
Anthropic PBC reported its revenue run rate climbed to $30 billion from $9 billion at the end of 2025, fueled by over 1,000 enterprise customers each spending more than $1 million annually. This reflects accelerated demand for its Claude services despite a legal dispute with the U.S. government.
2. Long-Term TPU Supply Pact
Google and Broadcom entered a long-term agreement to supply Google’s tensor processing units through 2031, ensuring capacity for Anthropic’s growing operations. Broadcom will develop chips leveraging Google's TPU architecture and offer a supply assurance pact to support AI workloads.
3. Implications for Google Cloud
The pact strengthens Google Cloud’s position in the AI infrastructure market by securing a high-profile customer in Anthropic. Access to guaranteed TPU supply through 2031 could drive additional enterprise commitments to Google's cloud services.
4. Future Compute Expansion
Starting in 2027, Anthropic will gain access to approximately 3.5 gigawatts of compute capacity under the expanded collaboration, contingent on its continued commercial success. Discussions are underway with operational and financial partners to support this deployment.