Google, Broadcom to Supply 3.5GW TPU Compute for Anthropic from 2027
Google and Broadcom will supply Anthropic with about 3.5 gigawatts of TPU compute capacity starting in 2027 under a supply assurance pact through 2031. Anthropic’s revenue run rate surged to over $30 billion from $9 billion at end-2025, driving accelerated Cloud demand while energy infrastructure is reallocated from bitcoin mining to AI hosting.
1. Anthropic Run Rate Surge
Anthropic’s revenue run rate topped $30 billion, up from $9 billion at end-2025, driven by over 1,000 enterprise clients spending more than $1 million annually on Claude AI services.
2. TPU Supply Pact Details
Google and Broadcom finalized a long-term agreement to supply tensor processing units (TPUs) through 2031, enabling Anthropic to access approximately 3.5 gigawatts of compute capacity beginning in 2027 under a supply assurance pact.
3. Impact on Bitcoin Miners
The expansion of AI hosting infrastructure has prompted several bitcoin miners to repurpose energy facilities for AI workloads, intensifying competition for power resources previously dedicated to mining operations.
4. Implications for Google Cloud
Increased demand for TPU compute is expected to bolster Google Cloud’s revenue growth, enhancing Alphabet’s positioning against rivals and supporting Broadcom’s ambition to exceed $100 billion in AI chip sales next year.