Anthropic Secures Nearly 5GW of TPU Capacity from Google Starting 2027
Anthropic has signed a deal with Google and Broadcom for next-generation TPU capacity starting in 2027, securing nearly 5 GW of compute over time. Anthropic’s revenue run rate soared to over $30 billion from $9 billion at the end of 2025, driving early capacity commitments that should boost Google Cloud TPU utilization.
1. Deal Overview
Anthropic has inked an agreement with Google and Broadcom to secure nearly 5 GW of next-generation TPU capacity beginning in 2027, of which about 3.5 GW will be tied to Broadcom systems. The multi-year commitment aims to lock in infrastructure as demand for Claude models accelerates.
2. Anthropic Growth Driving Demand
Anthropic’s revenue run rate climbed from approximately $9 billion at the end of 2025 to over $30 billion, reflecting rapid adoption of its AI models. This surge is prompting heavy upfront investment in compute power to support future scaling.
3. Impact on Google’s TPU Business
The deal reinforces Google Cloud’s position in the AI infrastructure market by guaranteeing long-term utilization of its TPU offerings. Greater TPU commitments are expected to translate into higher capacity revenues and improved utilization rates for Google Cloud.