Anthropic · Google · Nvidia · Amazon · The Register
Anthropic indicates $30bn run rate, plan to tap new Google TPU
Compiled by KHAO Editorial — aggregated from 3 outlets. See llms.txt for citation guidance.
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Broadcom has announced that Google has asked it to build next-generation AI and datacenter networking chips, and that Anthropic plans to consume 3.5GW worth of the accelerators it delivers to the ads and search giant.
Key facts
- In its announcement about the deal, Anthropic seemingly tries to reassure markets about its financial affairs by revealing that “Their run-rate revenue has now surpassed $30 billion—up
- Broadcom’s filing also revealed one user of Google’s next-gen TPU will be Anthropic, which starting in 2027, “will access through Broadcom approximately 3.5 gigawatts as part of the multiple gigawatts of next generation TPU-based AI compute capacity committed by Anthropic
- When we announced our Series G fundraising in February, we shared that over 500 business customers were each spending over $1 million on an annualized basis,” Anthropic wrote
- So will the second part of Broadcom’s announcement: a “Supply Assurance Agreement for Broadcom to supply networking and other components to be used in Google’s next-generation AI racks through up
Summary
News of the two deals emerged today in a Broadcom regulatory filing that opens with two items of news. One is a “Long Term Agreement for Broadcom to develop and supply custom Tensor Processing Units (“TPUs”) for Google’s future generations of TPUs.” Google and Broadcom have collaborated to produce custom TPUs. Working on next-gen TPUs for Google will presumably help to make that prediction a reality. So will the second part of Broadcom’s announcement: a “Supply Assurance Agreement for Broadcom to supply networking and other components to be used in Google’s next-generation AI racks through up to 2031.”