SAN FRANCISCO, United States — Anthropic has announced a major agreement with Google and Broadcom to secure massive computing capacity, as demand for the startup’s artificial intelligence offerings continues to surge.
The San Francisco-based firm said it is on track to generate about $30 billion in revenue this year, up sharply from a $9 billion run-rate reported at the end of last year, underscoring rapid growth in adoption of its AI models, including Claude.
“We are making our most significant compute commitment to date to keep pace with our unprecedented growth,” Anthropic chief financial officer Krishna Rao said in a blog post.
“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,” Rao added.
Broadcom has entered a long-term agreement with Google to supply future generations of the internet giant’s tensor processing units (TPUs), specialised chips designed to power artificial intelligence workloads in data centres.
In a regulatory filing, Broadcom and Google said they expanded their collaboration to provide Anthropic access to roughly 3.5 gigawatts of TPU-based compute capacity, with deployments expected to begin coming online next year.
Most of the infrastructure will be located in the United States, according to the companies.
The deal signals intensifying competition among AI developers seeking access to scarce computing resources needed to train and run advanced models, as demand from enterprises and developers continues to rise.
Anthropic has also recently drawn attention for its stance on ethical deployment of artificial intelligence, including opposition to the use of its technology for mass surveillance and fully autonomous weapons systems.
