Google and Broadcom Seal 2031 TPU Supply Pact with 3.5 GW AI Compute
Anthropic’s AI startup reported a revenue run rate rising to $30 billion from $9 billion at end-2025, with over 1,000 enterprise customers spending more than $1 million annually. Google and Broadcom sealed a supply pact through 2031 to deliver TPU-based chips and 3.5 GW of AI compute capacity from 2027.
1. Anthropic Revenue Growth
Anthropic posted a revenue run rate of $30 billion, up from $9 billion at end-2025, driven by over 1,000 business customers each spending more than $1 million annually.
2. Google and Broadcom Supply Pact
Google and Broadcom entered a long-term agreement running through 2031 to produce and supply TPU-based chips, providing supply assurances and supporting Anthropic’s capacity needs.
3. Impact on Google’s AI Hardware Business
The deal is expected to boost demand for Google’s AI hardware and cloud services, positioning it as a stronger competitor to Nvidia in the AI chip market.
4. Future Compute Deployment
Starting in 2027, Anthropic will access 3.5 GW of additional AI compute capacity under this partnership, with further operational and financial partners under discussion.