The Artificial Intelligence (AI) race is entering a new phase of infrastructure growth, as Anthropic announced a long-term collaboration with Google and Broadcom, aiming to gain the next-generation AI compute capacity. The acquisition is timed with the annualized revenue run rate of Anthropic exceeding $30 billion amid the growing requirements for its Claude models globally.
Anthropic secured around 3.5 gigawatts of compute capacity based on the Tensor Processing Unit (TPU), which is expected to come online by 2027. The training and deployment of the next-generation AI systems of Anthropic will be powered by these TPUs designed by Google and Broadcom’s hardware supply.
The size of this transaction underscores the increasing value of compute as a competitive asset in the AI industry. As AI models continue to grow in complexity, high-performance infrastructure is now a significant bottleneck, just like algorithmic innovation.
Broadcom independently confirmed a long-term partnership with Google to produce future generations of TPU, solidifying its status in the AI semiconductor ecosystem while ensuring a steady hardware supply to hyperscale AI workloads.
The financial trends of Anthropic highlight the growing use of generative AI solutions. The company’s revenue run rate has increased three times in a few months, from $9 billion at the end of 2025 to $30 billion in 2026.
Enterprise demand has been a major factor. In less than two months, customer spending of over $1 million every year has increased from 500 to over 1,000, indicating a high level of enterprise integration of Claude in industries.
To meet the increasing demand, Anthropic is expanding its infrastructure footprint, most of which will be in the United States. This aligns with its previously announced $50 billion investment aimed at strengthening AI infrastructure.
Krishna Rao, CFO of Anthropic, said in a blog post that the extra capacity is needed "to serve the exponential growth we have seen in our customer base."
The infrastructure growth comes amid Anthropic preparing for a potential IPO. It is reported that the company might go as early as October with a valuation of over $60 billion through an IPO.
Goldman Sachs, JPMorgan Chase, and Morgan Stanley are the major financial institutions that are reportedly in negotiations to spearhead the offering.
The valuation pattern of Anthropic has also been notable. The company was valued at around $380 billion, making it one of the most valuable privately-held AI companies and increasing competition with rivals like OpenAI.
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Despite its growth, Anthropic is under constant regulatory scrutiny. The company has protested against its categorization as a supply-chain risk by the US authorities, which represents a wider conflict between AI innovation and the issue of national security.
Also, the AI in defense use continues to influence the regulatory environment. Even amid the growing geopolitical pressures, Anthropic has remained adamant against using its technology to affect mass surveillance or autonomous weapons.