Anthropic signs deal with Google to boost Claude

Anthropic announced tonight a major deal that will see Google and Broadcom power Cloud with next-generation TPU capacity starting next year.

In a blog post, Anthropic explains that it has signed a new deal with Google and Broadcom for “more than one gigawatt of next-generation TPU capacity,” which could start as early as 2027, depending on when that hardware comes online. When available, this will reinforce “frontier Claude models” and provide increased demand for Claude.

Anthropic says the new capacity is primarily located in the United States:

We signed a new contract with Google and Broadcom for many gigawatts of next-generation TPU capacity, which we expect to come online from 2027. This significant expansion of our computing infrastructure will strengthen our frontier Cloud models and help meet the extraordinary demand from customers around the world…

The vast majority of the new computing will be located in the United States, making the partnership a major expansion of the November 2025 commitment. 50 billion dollars is invested In strengthening America’s computing infrastructure.

The partnership deepens our existing work with Google Cloud and builds on this growing work TPU capacity We announced last October, as well as our relationship with Broadcom.

Anthropic adds that demand for Claude’s services has grown significantly so far in 2026, and so has revenue. Apparently, the number of business clients spending more than $1 million annually for Claude has more than doubled in less than two months.

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