Anthropic announces deal with Google, Broadcom, says revenue has tripled

Anthropic announces deal with Google, Broadcom, says revenue has tripled

By Cris Tolomia
Publication Date: 2026-04-07 11:32:00

Anthropic has signed an agreement with Google $GOOGL and Broadcom $AVGO for approximately 3.5 gigawatts of computing capacity built on Google‘s tensor processing units, with the capacity expected to come online starting in 2027, the company said Monday.

The deal expands an existing relationship. Broadcom CEO Hock Tan said during an earnings call last month that Broadcom was providing one gigawatt of Google TPU compute for Anthropic this year, according to CNBC. Broadcom helps Google design its TPU chips. In a securities filing Monday, Broadcom said Google and Broadcom have also entered a long-term supply assurance agreement running through 2031, according to Bloomberg.

Anthropic also said Monday that its revenue run rate has now crossed $30 billion on an annualized basis — more than three times the roughly $9 billion figure it recorded at the ende of 2025. Enterprise traction has also accelerated: The number of clients committing at least $1 million a year has surpassed 1,000, a…