Anthropic (ANTH) Signs 3.5GW TPU Deal, Revenue Reaches $30 Billion

Published on · Source: finance.yahoo.com

Anthropic (ANTH) Signs 3.5GW TPU Deal, Revenue Reaches $30 Billion

AI Summary

Summarized by AI from the source below

Anthropic (ANTH) has entered an agreement with Google and Broadcom to secure approximately 3.5 gigawatts of computing capacity, set to begin in 2027. The partnership expands on existing collaborations, with Broadcom providing one gigawatt of TPU compute for Anthropic in 2026. Additionally, Anthropic reported an annualized revenue run rate exceeding $30 billion, a significant increase from approximately $9 billion at the end of 2025. Broadcom's anticipated AI revenue from Anthropic is projected at $21 billion for 2026 and $42 billion for 2027, potentially impacting market expectations positively.

Informational only, not financial advice. Content is AI-generated and may contain errors. How this works.

About Broadcom Inc. (AVGO)

Broadcom is a diversified semiconductor and infrastructure-software maker, supplying networking, broadband, and custom AI chips to data centers and device makers.

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