Amid skyrocketing demand, Anthropic ups compute deal with Google and Broadcom

TL;DR

Anthropic appears to have overtaken OpenAI on this key financial metric AI research lab Anthropic announced Monday that it signed a new agreement with Google and Broadcom for increased processing and compute capacity to power its Claude AI models. This reworking of its compute deals comes as demand for its AI models continues to soar. The deals would expand Anthropic’s use of Google Cloud’s tensor processing units, or TPUs, the company’s advanced AI chips, and is an expansion of the deal the companies struck in October 2025 for more than a gigawatt of compute capacity.