Anthropic signs biggest compute deal yet with Google and Broadcom as run rate hits $30bn | TNW

This article was published on April 7, 2026 In short: Anthropic has agreed to access approximately 3.5 gigawatts of next-generation Google TPU compute capacity via Broadcom from 2027, its largest infrastructure commitment to date — while simultaneously disclosing that its revenue run rate has surpassed $30bn, more than tripling from roughly $9bn at the end of 2025. Anthropic has announced it is securing multiple gigawatts of next-generation compute capacity through a new agreement with Google and Broadcom, while disclosing revenue growth figures that underscore why the AI lab now requires infrastructure at a scale that would have seemed implausible two years ago. The deal, announced on 6 April 2026, gives Anthropic access to approximately 3.5 gigawatts of Google tensor processing unit (TPU) capacity via Broadcom starting in 2027, building on the 1 gigawatt already being supplied to the company in 2026. Krishna Rao, Anthropic’s chief financial officer, described it as “our most significant compute commitment to date,” adding that the agreement represents a continuation of the company’s “disciplined approach to scaling infrastructure.” The majority of the new capacity will be located