Broadcom to supply Anthropic with 3.5 gigawatts of Google TPU capacity from 2027 — Claude pioneer says its annual revenue run rate has passed $30 billion

Broadcom disclosed in a securities filing on Monday that it’ll supply Anthropic with roughly 3.5 gigawatts of Google TPU capacity starting in 2027, and separately committed to designing and supplying future generations of Google’s TPUs through 2031.

This new Anthropic capacity is in addition to the 1 GW already coming online in 2026 under the Google Cloud agreement announced last October, and the filing states that Anthropic’s use of the expanded capacity is contingent on its continued commercial performance.