Anthropic announced a new agreement with Google Cloud and Broadcom that will add roughly 3.5 gigawatts of compute capacity, primarily in the United States, to power its Claude models. The expansion builds on a 2025 deal and is slated to be operational by 2027, reflecting surging demand from enterprise customers despite recent U.S. Defense Department concerns. CFO Krishna Rao called the move the company’s “most significant compute commitment to date.” Read more →

Anthropic announced on April 6 that it will tap roughly 3.5 gigawatts of next‑generation Google Tensor Processing Unit (TPU) compute through Broadcom starting in 2027, adding to the 1 GW already supplied for 2026. The move backs the AI lab’s $50 billion pledge to expand U.S. AI infrastructure and comes as the company reports a revenue run‑rate exceeding $30 billion—more than triple its figure at the end of 2025. Broadcom’s role as the silicon‑to‑workload bridge and the scale of the deal underscore the accelerating compute arms race among AI firms. Read more →