Anthropic Secures 3.5 GW TPU Capacity from Google in 2027

Anthropic, the AI startup behind the Claude language model, announced a major expansion of its partnerships with Google and Broadcom on Monday, securing access to multiple gigawatts of next-generation tensor processing unit (TPU) computing capacity starting in 2027. The deal, which includes about 3.5 gigawatts of capacity, aims to fuel the company's rapid growth amid surging demand for its AI services.

The agreement builds on existing collaborations, with Broadcom committing to design and supply future generations of Google's custom AI chips, along with networking components for next-generation AI data racks, through 2031. Financial terms were not disclosed, but the partnership underscores efforts to ensure a stable supply of accelerators as AI workloads scale. Broadcom's shares rose about 3 percent in extended trading following the news.

Anthropic's chief financial officer, Krishna Rao, described the move as a "groundbreaking partnership" that continues the company's disciplined approach to infrastructure scaling. "This significant expansion of our compute infrastructure will power our frontier Claude models and help us serve extraordinary demand from customers worldwide," Rao...