Anthropic expands infrastructure partnership with Broadcom, Google
By Josh White
Date: Tuesday 07 Apr 2026
(Sharecast News) - Anthropic said overnight on Tuesday that it had expanded its infrastructure partnership with Google and Broadcom, securing multiple gigawatts of next-generation TPU computing capacity from 2027 as the artificial intelligence group moved to meet surging demand for its Claude models.
The privately-held company said in a press release that the new agreement marked its largest compute commitment to date and would support its frontier models and growing global customer base.
Anthropic said most of the new capacity would be located in the United States, extending a previously-announced $50bn commitment to strengthen US computing infrastructure.
It said its run-rate revenue had surpassed $30bn, up from about $9 billion at the end of 2025, while the number of business customers spending more than $1m a year had risen to more than 1,000 from over 500 in February.
Chief financial officer Krishna Rao said the agreement with Google and Broadcom reflected a "disciplined approach to scaling infrastructure" as the company sought to keep pace with "unprecedented growth".
A separate Broadcom filing disclosed that Anthropic would gain access to about 3.5 gigawatts of computing capacity through Broadcom using Google's AI processors, starting in 2027.
The Financial Times reported that Anthropic's overall new agreements could provide close to 5GW of additional compute capacity over the coming years, implying commitments that could run into the hundreds of billions of dollars given the cost of building out such infrastructure.
Broadcom also said it had agreed to develop future generations of Google's tensor processing units and to supply networking and related components for Google's next-generation AI racks through 2031.
Shares in Broadcom rose in extended trading after the announcement, while analysts cited by CNBC estimated the chipmaker could generate substantial AI-related revenue from Anthropic over the next two years.
Anthropic said Amazon remained its primary cloud provider and training partner, and that it continued to work with AWS on Project Rainier, while also using Nvidia GPUs alongside Google TPUs and AWS Trainium chips.
That multi-platform strategy, the company said, allowed it to match workloads to the most suitable hardware and provide greater resilience for customers.
Anthropic added that Claude remained the only frontier AI model available across Amazon Web Services, Google Cloud and Microsoft Azure.
Broadcom's filing also warned that Anthropic's use of the expanded compute capacity would depend on its continued commercial success and said the parties were in discussions with operational and financial partners.
At 0534 EDT (1034 BST), shares in Broadcom were up 3.87% in premarket trading in New York at $326.60, while those in Google parent Alphabet were ahead 1.46% at $302.00.
Reporting by Josh White for Sharecast.com.
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