Anthropic signs an agreement with Google and Broadcom for multiple GWs of TPU capacity, and says run-rate revenue has crossed $30B, up from ~$9B at 2025's end
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.
Anthropic
Related Coverage
- Broadcom to Supply AI Chips to Google, Computing Capacity to Anthropic in Expanded Collaboration Wall Street Journal · Elias Schisgall
- Anthropic Says It's Topped $30 Billion in Annualized Revenue The Information · Sri Muppidi
- Anthropic Tops $30 Billion Run Rate, Seals Deal With Broadcom Bloomberg
- Anthropic inks deal with Google, Broadcom for TPU capacity Constellation Research · Larry Dignan
- Anthropic Expands Use of Google Cloud and TPUs Google Cloud
- Broadcom And Google Enter Long-Term TPU And N... Benzinga
- Stoked to share that our run-rate revenue has crossed $30 billion, up from $9 billion at the start of the year! … Amol Avasare
- Broadcom signs long-term deal to develop Google's custom AI chips Reuters · Harshita Mary Varghese
- Broadcom Stock Gains After Filing Shows Deal With Google Barron's Online · Ben Levisohn
- Form-8K — Broadcom Inc. ("Broadcom") and Google LLC ("Google") have entered … SEC
- Broadcom Inks Deal With Google For Custom TPUs, AI Infra; Anthropic Compute Access Expanded Stocktwits · Aashika Suresh
- Broadcom Stock Climbs On New Deals With Google, Anthropic Benzinga · Erica Kollmann
Discussion
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@zeffmax
Max Zeff
on x
Anthropic's ARR is now $30B, surpassing what OpenAI's ARR was reported to be last month ($25B). Worth noting these are somewhat apples and oranges figures because the companies seem to count revenue differently. But still important in shaping the story of who can IPO first
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@signulll
@signulll
on x
astonishing. when a category hits must buy status the internet & compounding effects basically eliminate almost all demand supply matching latency.
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@theprimeagen
@theprimeagen
on x
The downfall of Nvidia begins? Long live dedicated silicon
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@scaling01
@scaling01
on x
Anthropic run-rate now at $30B they are overtaking OpenAI [image]
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@krishnanrohit
Rohit
on x
Anthropic has overtaken OpenAI
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@andrewcurran_
Andrew Curran
on x
This is the first time Anthropic has passed OpenAI's ARR.
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@chatgpt21
Chris
on x
> claim there's an AI bubble >Anthropic hits 30B ARR in April. >19B in January > 57% growth in 3 months > Anthropic is going to profitable end of 27' at this rate.. [image]
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@lennysan
Lenny Rachitsky
on x
Breaking: Anthropic is now at $30B ARR. Up from $19B in February. That's $11B ARR added in one month. WAT. [image]
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@benbajarin
Ben Bajarin
on x
They have a compute deficit compared to OpenAI so really hope this helps because I'd like to be able to use Claude in the middle of the day!
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@anthropicai
@anthropicai
on x
Our run-rate revenue has surpassed $30 billion, up from $9 billion at the end of 2025, as demand for Claude continues to accelerate. This partnership gives us the compute to keep pace. Read more: https://www.anthropic.com/...
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@anthropicai
@anthropicai
on x
We've signed an agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, coming online starting in 2027, to train and serve frontier Claude models.