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AI Infrastructure · Anthropic · Broadcom · Google
Broadcom and Google significantly benefit from Anthropic's explosive growth, securing expanded long-term deals for AI infrastructure, including Broadcom developing future Google TPUs and supplying Anthropic with 3.5 gigawatts of Broadcom-built, Google-authorized TPU racks by 2027, as Anthropic's annualized revenue run rate surged to $30 billion.
Anthropic's Claude model, particularly code assistants, drives its meteoric rise, outperforming OpenAI's recent revenue trajectory, according to Jeffries analysts Brent Thrill and Blayne Curtis. Anthropic's ARR accelerated from $14 billion in February to $30 billion this week, while OpenAI's dipped from $25 billion to $24 billion.
This growth fuels Anthropic's need for massive infrastructure, prompting its 2026 IPO plans to fund a projected 3.5 gigawatts of TPU capacity. Google's long-term agreement with Broadcom extends through 2031 for TPU development and supply assurance, effectively leveraging Broadcom as an OEM for Anthropic's custom TPU racks, thereby offsetting Google's internal TPU costs and generating cloud hardware revenue.
Anthropic mitigates risk by diversifying its compute sources, renting capacity from Google Cloud and AWS, and planning its own Broadcom-built TPU datacenters.
Broadcom, Google Secure Massive Anthropic AI Infrastructure Deals(current)
