Anthropic’s Revenue Skyrockets to $30B, Seals Major Deal with Broadcom and Google
AI startup, Anthropic, made a groundbreaking announcement on Monday. The company’s revenue run rate has skyrocketed to over $30 billion, a significant leap from the $9 billion recorded at the end of 2025. This announcement coincided with the confirmation of an expanded partnership with tech giants, Google and Broadcom, for a massive increase in computing capacity.
The creators of the popular Claude AI assistant disclosed that their customer base has grown exponentially. Over 1,000 business customers are now investing more than $1 million annually in their services. This figure has impressively doubled in a short span of two months since February. This rapid growth has been achieved despite the ongoing dispute with the U.S. Defense Department, which has labeled Anthropic as a supply-chain risk.
As part of the new agreement, Anthropic is set to gain access to approximately 3.5 gigawatts of Google’s next-generation Tensor Processing Units (TPUs) starting in 2027. Broadcom will be responsible for manufacturing these specialized AI chips. This deal signifies a major expansion from the 1 gigawatt of compute capacity that Anthropic is set to receive in 2026.
Broadcom’s CEO, Hock Tan, had previously expressed that the company anticipates AI chip sales to exceed $100 billion in 2027. Analysts estimate that Broadcom could generate $21 billion in AI revenue from Anthropic in 2026 and a whopping $42 billion in 2027. Following the announcement, Broadcom shares experienced a 6% jump on Tuesday, marking the stock’s best single-day performance in two months.
Source: Bloomberg