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Anthropic reveals $30bn run rate, plan to use new Google TPU

Anthropic said its run-rate revenue has topped $30 billion as it secures 3.5 gigawatts of next-generation TPU capacity for Claude.

  • On Monday, April 6, 2026, Anthropic announced an agreement to access approximately 3.5 gigawatts of Google TPU compute capacity via Broadcom starting in 2027, marking its largest infrastructure commitment to date.
  • Revenue figures show the lab's run rate has surpassed $30 billion, more than tripling from roughly $9 billion at the end of 2025, underscoring why massive infrastructure is now required.
  • Under the new arrangement, Broadcom acts as the intermediary layer for Google's custom silicon, with a long-term agreement to supply components for Google's next-generation AI data racks through up to 2031.
  • While rival OpenAI reported an annual revenue run-rate of $24 billion, Anthropic's customer base exceeds 1,000, having doubled in less than two months due to accelerating enterprise sales growth.
  • Extending the firm's November 2025 commitment to invest $50 billion in American AI computing infrastructure, the deal ensures Anthropic can serve growing demand through 2027 and beyond.
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PR Newswire broke the news in United States on Monday, April 6, 2026.
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