Anthropic expands partnership with Google and Broadcom for multiple gigawatts of next-generation compute
Anthropic expands partnership with Google and Broadcom for multiple gigawatts of next-generation compute
Anthropic 扩大与 Google 和 Broadcom 的合作伙伴关系，以获取数吉瓦（Gigawatts）的下一代计算能力
We have signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity that we expect to come online starting in 2027. This significant expansion of our compute infrastructure will power our frontier Claude models and help us serve extraordinary demand from customers worldwide.
我们已与 Google 和 Broadcom 签署了一项新协议，旨在获取数吉瓦（Gigawatts）的下一代 TPU 计算能力，预计将于 2027 年开始投入使用。此次计算基础设施的重大扩展将为我们的前沿 Claude 模型提供动力，并帮助我们满足全球客户的巨大需求。
“This groundbreaking partnership with Google and Broadcom is a continuation of our disciplined approach to scaling infrastructure: we are building the capacity necessary to serve the exponential growth we have seen in our customer base while also enabling Claude to define the frontier of AI development,” said Krishna Rao, CFO of Anthropic. “We are making our most significant compute commitment to date to keep pace with our unprecedented growth.”
“与 Google 和 Broadcom 的这项开创性合作，是我们坚持基础设施扩展战略的延续：我们正在构建必要的产能，以服务于我们客户群的指数级增长，同时也使 Claude 能够定义人工智能发展的最前沿，”Anthropic 首席财务官 Krishna Rao 表示。“为了跟上我们前所未有的增长速度，我们做出了迄今为止规模最大的计算投入承诺。”
Demand from Claude customers has accelerated in 2026. Our run-rate revenue has now surpassed $30 billion—up from approximately $9 billion at the end of 2025. When we announced our Series G fundraising in February, we shared that over 500 business customers were each spending over $1 million on an annualized basis. Today that number exceeds 1,000, doubling in less than two months.
2026 年，Claude 客户的需求加速增长。我们的年化收入现已超过 300 亿美元，高于 2025 年底的约 90 亿美元。当我们在 2 月份宣布 G 轮融资时，我们曾提到有超过 500 家企业客户的年化支出超过 100 万美元。如今，这一数字已超过 1,000 家，在不到两个月的时间内翻了一番。
The vast majority of the new compute will be sited in the United States, making this partnership a major expansion of our November 2025 commitment to invest $50 billion in strengthening American computing infrastructure.
绝大部分新增计算能力将部署在美国，这使得此次合作成为我们 2025 年 11 月承诺投资 500 亿美元以加强美国计算基础设施计划的重大扩展。
The partnership deepens our existing work with Google Cloud—building on the increased TPU capacity we announced last October—as well as our relationship with Broadcom.
此次合作深化了我们与 Google Cloud 现有的工作（基于我们去年 10 月宣布的 TPU 容量增加），同时也加强了我们与 Broadcom 的关系。
We train and run Claude on a range of AI hardware—AWS Trainium, Google TPUs, and NVIDIA GPUs—which means we can match workloads to the chips best suited for them. This diversity of platforms translates to better performance and greater resilience for customers who depend on Claude for critical work. Amazon remains our primary cloud provider and training partner, and we continue to work closely with AWS on Project Rainier. Claude remains the only frontier AI model available to customers on all three of the world’s largest cloud platforms: Amazon Web Services (Bedrock), Google Cloud (Vertex AI), and Microsoft Azure (Foundry).
我们利用多种 AI 硬件（AWS Trainium、Google TPU 和 NVIDIA GPU）来训练和运行 Claude，这意味着我们可以将工作负载匹配到最适合的芯片上。这种平台的多样性为依赖 Claude 进行关键工作的客户带来了更好的性能和更强的韧性。Amazon 仍然是我们主要的云服务提供商和训练合作伙伴，我们继续与 AWS 在“Rainier 项目”上保持密切合作。Claude 仍然是唯一一个在世界三大云平台——Amazon Web Services (Bedrock)、Google Cloud (Vertex AI) 和 Microsoft Azure (Foundry)——上均可供客户使用的前沿 AI 模型。