Anthropic ups compute deal with Google and Broadcom amid skyrocketing demand

AI research lab Anthropic announced Monday that it signed a new agreement with Google and Broadcom for increased processing and compute capacity to power its Claude AI models. This reworking of its compute deals comes as demand for its AI models continues to soar.

The deals would expand Anthropic’s use of Google Cloud’s tensor processing units, or TPUs, the company’s advanced AI chips, and is an expansion of the deal the companies struck in October 2025 for more than a gigawatt of compute capacity.

This new compute capacity will come online in 2027, Anthropic said in a blog post. The company did not give specifics for its compute expansion, but a recent Broadcom SEC filing shows the deal includes 3.5 gigawatts of compute.

The majority of this compute will be housed in the U.S. and will be an extension of the company’s $50 billion commitment to invest in U.S. compute infrastructure, Anthropic said in the post.

“This 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,” Krishna Rao, CFO of Anthropic, said in the press release. “We are making our most significant compute commitment to date to keep pace with our unprecedented growth.”

Anthropic did not respond to TechCrunch’s request for comment.

The company has seen demand for its Claude models explode in recent months, buoyed by enterprise customers and despite the U.S. Defense Departments’s labeling of Anthropic a supply chain risk. Anthropic also recently closed a $30 billion Series G funding round that valued the company at $380 billion.

The company’s run rate revenue is now $30 billion, the company announced, marking a drastic jump from the $9 billion the company recorded at the end of 2025. Anthropic also has more than 1,000 business customers spending more than $1 million on an annualized basis.