# Anthropic Secures 3.5 Gigawatts of Compute Through Google and Broadcom Partnership

> Anthropic has signed a multi-year deal with Google and Broadcom for 3.5 gigawatts of next-generation TPU capacity, with the first chips expected to come online from 2027. The custom silicon will be delivered through Google Cloud, most of it housed in the US, as part of a roughly 50 billion dollar infrastructure push. The strategic logic is about supply and leverage. Leaning on custom TPUs rather than off-the-shelf accelerators loosens Anthropic's dependence on Nvidia for both availability and pricing, a constraint that has quietly shaped which labs can train what. It follows the company reporting a 30 billion dollar annualized revenue run-rate and more than a thousand customers each worth over a million dollars a year. Three and a half gigawatts is a genuinely enormous amount of power, comparable to several large nuclear reactors, and it underlines how the frontier race has become an infrastructure race. The model is only half the story now; securing the electricity and the chips to run it is the other half.

_Section: [Daily AI Updates](https://www.wortins.com/daily-ai) · Source: Anthropic · Published Saturday, August 22, 2026_

## Wortins' read

Anthropic has signed a multi-year deal with Google and Broadcom for 3.5 gigawatts of next-generation TPU capacity, with the first chips expected to come online from 2027. The custom silicon will be delivered through Google Cloud, most of it housed in the US, as part of a roughly 50 billion dollar infrastructure push. The strategic logic is about supply and leverage. Leaning on custom TPUs rather than off-the-shelf accelerators loosens Anthropic's dependence on Nvidia for both availability and pricing, a constraint that has quietly shaped which labs can train what. It follows the company reporting a 30 billion dollar annualized revenue run-rate and more than a thousand customers each worth over a million dollars a year. Three and a half gigawatts is a genuinely enormous amount of power, comparable to several large nuclear reactors, and it underlines how the frontier race has become an infrastructure race. The model is only half the story now; securing the electricity and the chips to run it is the other half.

## Source

[Read the full story at Anthropic](https://www.anthropic.com/news/google-broadcom-partnership-compute)

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