Anthropic expands partnership with Google and Broadcom for multiple gigawatts of next-generation compute
TL;DR · AI 摘要
Anthropic宣布与谷歌和博通达成新协议，将在2027年起部署多吉瓦级下一代TPU算力，支撑Claude模型增长。
核心要点
- Anthropic将从2027年起获得多吉瓦级TPU算力，用于训练Claude前沿模型。
- 公司年化收入已超300亿美元，百万美元级企业客户数在两个月内翻倍至超1000家。
- Claude是唯一同时在AWS、Google Cloud和Azure三大云平台提供的前沿AI模型。
We have signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity that we expect to come online starting in 2027. This significant expansion of our compute infrastructure will power our frontier Claude models and help us serve extraordinary demand from customers worldwide.
“This groundbreaking partnership with Google and Broadcom is a continuation of our disciplined approach to scaling infrastructure: we are building the capacity necessary to serve the exponential growth we have seen in our customer base while also enabling Claude to define the frontier of AI development,” said Krishna Rao, CFO of Anthropic. “We are making our most significant compute commitment to date to keep pace with our unprecedented growth.”
Demand from Claude customers has accelerated in 2026. Our run-rate revenue has now surpassed $30 billion—up from approximately $9 billion at the end of 2025. When we announced our Series G fundraising in February, we shared that over 500 business customers were each spending over $1 million on an annualized basis. Today that number exceeds 1,000, doubling in less than two months.
The vast majority of the new compute will be sited in the United States, making this partnership a major expansion of our November 2025 commitment to invest $50 billion in strengthening American computing infrastructure.
The partnership deepens our existing work with Google Cloud—building on the increased TPU capacity we announced last October—as well as our relationship with Broadcom.
We train and run Claude on a range of AI hardware—AWS Trainium, Google TPUs, and NVIDIA GPUs—which means we can match workloads to the chips best suited for them. This diversity of platforms translates to better performance and greater resilience for customers who depend on Claude for critical work. Amazon remains our primary cloud provider and training partner, and we continue to work closely with AWS on Project Rainier. Claude remains the only frontier AI model available to customers on all three of the world's largest cloud platforms: Amazon Web Services (Bedrock), Google Cloud (Vertex AI), and Microsoft Azure (Foundry).
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