Anthropic's annualized revenue surpasses $30 billion, partnering with Broadcom (AVGO.US) and Google (GOOGL.US) to secure 3.5 gigawatts of computing power.

Zhitong Finance APP learned that Anthropic said its annualized revenue run rate has now surpassed $30 billion, higher than the $9 billion at the end of 2025, and confirmed its plans to cooperate with Broadcom (AVGO.US) and Google (GOOGL.US) to support its rapid expansion.

This AI startup said that since the beginning of this year, market demand for its Claude service has accelerated, and more than 1,000 enterprise customers have already spent over $1 million per year. Since February, this figure has grown by more than a factor of two.

Anthropic Chief Financial Officer Krishna
Rao said in a statement that the company’s cooperation with Broadcom and Google (first disclosed last month) will help Anthropic “build the necessary compute capacity to meet the significant growth our customer base is experiencing.” An annualized run rate is a benchmark commonly used by tech startups to extrapolate current sales levels to the full year.

The latest data shows that a high-profile dispute between the company and the U.S. government has not hindered its growth. Anthropic is filing a lawsuit over the Pentagon’s decision to list it as a supply-chain risk enterprise, after the two sides fell into a stalemate on AI safety guardrails.

Anthropic previously warned that this label could lead it to lose billions of dollars in revenue. A lawyer for the company recently told a judge in San Francisco that the federal government’s actions have caused more than 100 enterprise customers to contact the company, raising concerns about whether they should continue cooperating with Anthropic.

However, Anthropic Chief Business Officer Paul
Smith said in an interview last week that some customers still respect Anthropic for “showing its own principles” when dealing with the U.S. government.

Broadcom is using Google’s Tensor Processing Unit (TPU) to develop chips, providing an alternative to NVIDIA’s (NVDA.US) technology. According to a filing submitted by Broadcom on Monday, Broadcom and Google have reached a long-term agreement to provide the relevant chips, and they have signed a supply assurance agreement with a term extending through 2031.

The three companies also expanded their strategic cooperation, enabling Anthropic to obtain about 3.5 gigawatts (GW) of compute capacity. This cooperation will begin in 2027.

In the filing, Broadcom said: “Anthropic’s consumption of compute capacity for such post-expansion deployments depends on whether Anthropic can continue to achieve commercial success. During this deployment, the parties are discussing with certain operational and financial partners.”

After the filing was released, Broadcom’s stock price rose by as much as 3.6% in after-hours trading. Broadcom CEO Hock
Tan had already mentioned the cooperation in last month’s earnings call. He also said that Broadcom expects its AI chip sales revenue to exceed $100 billion next year, making it an even stronger competitor to NVIDIA.

Google’s TPU was originally intended to accelerate its ubiquitous search engine, but it now also plays an important role in creating and running AI software. Broadcom designed an end-to-end chip solution based on Google’s technical specifications, which can then be delivered for manufacturing.