Anthropic announced tonight a major deal that will allow Google and Broadcom to power Claude through next-generation TPU capability starting next year.
In a blog post, Anthropic explains that it has signed a new deal with Google and Broadcom for “multiple gigawatts of next-generation TPU capacity” that could begin in 2027, depending on when that hardware comes online. Once available, it will boost “frontier Claude models” and serve the growing demand for Claude.
The new capacity is largely based in the US, Anthropic says:
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 computing infrastructure will power our cutting-edge Claude models and help us meet the extraordinary demand from customers around the world…
The vast majority of new computing will be located in the United States, making this partnership a significant expansion of our November 2025 commitment to invest 50 billion dollars in strengthening the US IT infrastructure.
The partnership deepens our current work with Google Cloud, taking advantage of the increase TPU capacity we announced last October, as well as our relationship with Broadcom.
Anthropic adds that demand for Claude’s services has increased significantly so far in 2026, and revenue has also increased. Apparently, the number of business customers spending more than $1 million a year at Claude has more than doubled in less than two months.
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