Anthropic Expands Google Cloud TPU Usage to Up to One Million TPUs in Tens-of-Billions Deal
Anthropic announced a major expansion of its Google Cloud infrastructure, planning to use up to one million TPUs in a deal worth tens of billions of dollars, with over a gigawatt of capacity expected online in 2026. The expansion is driven by rapidly growing enterprise demand—Anthropic now serves over 300,000 business customers with large accounts growing nearly 7x year-over-year. Anthropic maintains a diversified compute strategy across Google TPUs, Amazon Trainium, and NVIDIA GPUs, while reaffirming its primary training partnership with Amazon via Project Rainier. The company also notes the expanded compute will support alignment research and responsible deployment at scale.
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Anthropic Expands Partnership with Google and Broadcom for Multi-Gigawatt TPU Compute Capacity
Anthropic has signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity expected to come online starting in 2027, representing the company's largest compute commitment to date. The announcement coincides with Anthropic reporting run-rate revenue surpassing $30 billion, up from ~$9 billion at end of 2025, and the number of enterprise customers spending over $1M annually doubling to 1,000+ in under two months. The compute will be predominantly US-sited, extending Anthropic's November 2025 $50B American infrastructure commitment. Anthropic continues to operate across AWS Trainium, Google TPUs, and NVIDIA GPUs, with Amazon remaining its primary cloud and training partner.
Anthropic selects Google Cloud as primary cloud provider in early 2023 partnership
Anthropic announced Google Cloud as its primary cloud provider, with the partnership structured around co-developing AI computing systems using Google's GPU and TPU clusters for training, scaling, and deploying Anthropic's AI systems. CEO Dario Amodei framed the deal as enabling broader deployment of Claude and supporting Anthropic's safety-focused research infrastructure. The partnership predates Anthropic's later, larger investment relationship with Google and represents an early infrastructure anchor for the company.
Anthropic and Amazon Expand Collaboration for Up to 5 Gigawatts of New Compute
Anthropic has signed a major expanded agreement with Amazon committing over $100 billion to AWS technologies over ten years, securing up to 5GW of compute capacity for training and deploying Claude across Trainium2 through Trainium4 chips. Amazon is investing an additional $5 billion in Anthropic today, with up to $20 billion more possible in the future, building on $8 billion previously invested. The deal includes nearly 1GW of Trainium2 and Trainium3 capacity coming online by end of 2026, expanded inference in Asia and Europe, and the full Claude Platform becoming available directly within AWS. Anthropic disclosed its run-rate revenue has surpassed $30 billion, up from approximately $9 billion at end of 2025.
Microsoft, NVIDIA, and Anthropic Announce Major Strategic Partnerships with $15B Investment and $30B Azure Compute Commitment
Anthropic has announced simultaneous strategic partnerships with Microsoft and NVIDIA, committing to purchase $30 billion of Azure compute capacity and up to one gigawatt of compute with NVIDIA Grace Blackwell and Vera Rubin systems. NVIDIA and Microsoft are investing up to $10 billion and $5 billion respectively in Anthropic, while Claude models (Sonnet 4.5, Opus 4.1, Haiku 4.5) will be available on Microsoft Foundry and across the Copilot product family. Anthropic and NVIDIA are also establishing a deep technology partnership to co-optimize model performance and future NVIDIA architectures for Anthropic workloads. Amazon remains Anthropic's primary cloud and training partner.
Anthropic raises $65B in Series H funding at $965B post-money valuation
Anthropic has closed a $65 billion Series H round led by Altimeter Capital, Dragoneer, Greenoaks, and Sequoia Capital, valuing the company at $965 billion post-money. The company reports annualized run-rate revenue crossing $47 billion and highlights major compute expansion agreements with Amazon (up to 5 GW), Google/Broadcom (5 GW of TPU capacity), and SpaceX (Colossus GPU access). Strategic infrastructure partners Micron, Samsung, and SK hynix join the round alongside a broad syndicate of institutional investors. Funding is earmarked for safety and interpretability research, compute scaling, and product expansion including Claude Code and Cowork.
Amazon invests up to $4 billion in Anthropic, becomes primary cloud provider
Anthropic announced a strategic investment of up to $4 billion from Amazon, with AWS becoming Anthropic's primary cloud provider for mission-critical workloads. The deal includes access to AWS Trainium and Inferentia chips for model training and deployment, expanded Claude availability on Amazon Bedrock with enterprise fine-tuning capabilities, and joint collaboration on future Trainium and Inferentia chip development. Amazon takes a minority stake while Anthropic's governance structure, including its Long Term Benefit Trust, remains unchanged.
Anthropic and AWS expand partnership with $4B investment and Trainium hardware collaboration
Anthropic announced an expanded partnership with Amazon Web Services, including a new $4 billion investment that brings Amazon's total stake to $8 billion, while establishing AWS as Anthropic's primary cloud and training partner. The collaboration includes deep hardware-software co-development on AWS Trainium accelerators, with Anthropic engineers writing low-level kernels and contributing to the AWS Neuron software stack to optimize model training from the silicon up. Claude on Amazon Bedrock is described as core infrastructure for tens of thousands of enterprises, with named deployments at Pfizer, Intuit, Perplexity, and the European Parliament. The deal also extends Claude's availability to AWS GovCloud and classified cloud regions for government customers.
Anthropic Announces SpaceX Colossus Compute Deal and Higher Claude Usage Limits
Anthropic has signed an agreement with SpaceX to access the full compute capacity of the Colossus 1 data center, gaining over 300 megawatts and 220,000+ NVIDIA GPUs within a month. This deal, combined with prior agreements with Amazon, Google/Broadcom, Microsoft/NVIDIA, and Fluidstack, enables Anthropic to double Claude Code rate limits, remove peak-hour restrictions for Pro/Max users, and raise API rate limits for Claude Opus models. The announcement also notes interest in developing orbital AI compute capacity with SpaceX, and outlines international infrastructure expansion for enterprise compliance needs.