Amid skyrocketing demand, Anthropic has extended its compute contracts with Google and Broadcom
“On Monday, Anthropic disclosed a fresh partnership with Google and Broadcom aimed at expanding the computational power available for its Claude AI suite. This strategic infrastructure boost is a response to the steadily increasing popularity of their models.”
This agreement broadens Anthropic’s utilization of Google Cloud’s Tensor Processing Units (TPUs)—Google’s proprietary AI chips—building upon the partnership established in October 2025, which originally provided over a gigawatt of compute capacity.
“As outlined in Anthropic’s blog post, this expanded computing power is expected to be fully functional by 2027. While the company did not disclose specific details regarding the scope of the expansion, a recent SEC filing from Broadcom indicates that the agreement includes 3.5 gigawatts of compute power.
“Anthropic mentioned that the bulk of this computing power will be hosted in the U.S., functioning as part of their broader $50 billion investment commitment. in domestic compute infrastructure.
“Our collaboration with Google and Broadcom serves as a testament to our calculated strategy for scaling infrastructure,” stated Anthropic CFO Krishna Rao in the official release. “We are building the capacity needed to serve our exponentially growing customer base while ensuring Claude remains at the frontier of AI development. This is our most significant compute commitment yet, essential for keeping pace with our unprecedented growth.”
Anthropic did not provide a comment in response to TechCrunch’s inquiry. The company has experienced a surge in demand for its Claude models in recent months, driven largely by enterprise adoption, even as the U.S. Defense Department has flagged it as a supply-chain risk. Additionally, Anthropic recently finalized a $30 billion Series G funding round, bringing its valuation to $380 billion.
“Anthropic reported a major jump in run rate revenue, reaching $30 billion—a significant rise from the $9 billion recorded at the close of 2025. Additionally, the firm has now surpassed 1,000 enterprise clients, with each contributing over $1 million in annual spending.”.
