
Anthropic announced a new agreement with Google and Broadcom for expanded computing capacity to support its Claude AI models. The deal includes 3.5 gigawatts of compute, coming online in 2027, primarily located in the United States. This expansion follows October 2025's agreement for over one gigawatt capacity. Anthropic's run rate revenue reached $30 billion, up from $9 billion in 2025, driven by enterprise demand.