We have signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity that we expect to come online starting in 2027. This significant expansion of our compute infrastructure will power our frontier Claude models and help us serve extraordinary demand from customers worldwide.<\/p>\n
\u201cThis 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 while also enabling Claude to define the frontier of AI development,\u201d said Krishna Rao, CFO of Anthropic. \u201cWe are making our most significant compute commitment to date to keep pace with our unprecedented growth.\u201d<\/p>\n
Demand from Claude customers has accelerated in 2026. Our run-rate revenue has now surpassed $30 billion\u2014up from approximately $9 billion at the end of 2025. When we announced our Series G fundraising<\/a> in February, we shared that over 500 business customers were each spending over $1 million on an annualized basis. Today that number exceeds 1,000, doubling in less than two months.<\/p>\n The vast majority of the new compute will be sited in the United States, making this partnership a major expansion of our November 2025 commitment to invest $50 billion<\/a> in strengthening American computing infrastructure.<\/p>\n