Anthropic · Datacenter Dynamics
Broadcom to develop Google TPUs until 2031; Anthropic signs agreement with both firms for 3.5GW of TPUs
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Anthropic has signed a deal with Broadcom and Google for the supply of 3.5GW-worth of Google Tensor Processing Units (TPUs), slated to come online from 2027.
Key facts
- In February 2026, Anthropic raised $30 billion in Series G funding, giving the generative AI company a post-money valuation of $380bn
- Announcing the deal, Anthropic said its run-rate revenue (RRR) has reached $30bn, up from approximately $9bn at the end of 2025
- Shaw Ventures, Dragoneer, Founders Fund, ICONIQ, and MGX, while Microsoft and Nvidia also invested a portion of a previously promised $15bn investment
- Anthropic said the “vast majority of the new compute” would be situated in the United States and would form part of the company’s November 2025 pledge to invest $50bn in strengthening US compute
Summary
Separately, Broadcom stated in a regulatory filing that it has entered into a Long Term Agreement with Google to develop and supply future generations of its TPUs, in addition to signing a Supply Assurance Agreement to supply “networking and other components” to be used in Google’s next-generation AI racks until 2031. The financial terms of both agreements have not been disclosed. In February 2026, Anthropic raised $30 billion in Series G funding, giving the generative AI company a post-money valuation of $380bn. Announcing the deal, Anthropic said its run-rate revenue (RRR) has reached $30bn, up from approximately $9bn at the end of 2025.