Anthropic Hits $30B Revenue Run Rate, Signs 3.5GW TPU Deal With Google and Broadcom
The Register·high signal
Anthropic's annual revenue run rate has tripled from $9B at end of 2025 to over $30B, with enterprise customers spending $1M+ annually doubling from 500 in February to over 1,000. The company signed its largest compute deal yet — approximately 3.5 gigawatts of Google TPU capacity manufactured by Broadcom, starting in 2027 under a multiyear agreement extending through 2031. Broadcom stock rose 3.5% on the news, and Anthropic now runs a three-chip strategy across Google TPUs, Amazon Trainium, and NVIDIA GPUs.