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 →