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Coachella Today
By the People, for the People
Anthropic Expands AI Compute with Google and Broadcom Deal
Partnership to power next-gen Claude models and meet growing customer demand
Apr. 12, 2026 at 11:35pm
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Anthropic's strategic infrastructure expansion with Google and Broadcom aims to meet the exponential growth in demand for its powerful Claude AI models.Coachella TodayAnthropic, the AI company known for its Claude models, has announced a significant expansion of its compute infrastructure through a partnership with Google and Broadcom. This move is expected to power the company's frontier Claude models and meet the growing demand from customers worldwide. The partnership will provide multiple gigawatts of next-generation TPU capacity, with the majority of the new compute sited in the United States.
Why it matters
The demand for Claude has accelerated in 2026, with run-rate revenue surpassing $30 billion, up from approximately $9 billion at the end of 2025. Over 1,000 business customers are now spending over $1 million annually on Claude, a significant increase from the 500 customers reported during the Series G fundraising in February. This growth highlights the increasing adoption of Claude by enterprises for critical work.
The details
Anthropic's approach to scaling infrastructure is disciplined and strategic. The company is building the necessary capacity to serve the exponential growth in its customer base while also pushing the boundaries of AI development. This commitment to infrastructure is crucial for keeping pace with the unprecedented growth in demand for Claude. The partnership with Google and Broadcom will enhance the diversity of platforms on which Claude is trained and run, utilizing a range of AI hardware to match workloads to the best-suited chips.
- Anthropic announced the partnership in April 2026.
- The company reported $30 billion in run-rate revenue for Claude in 2026, up from $9 billion at the end of 2025.
The players
Anthropic
An AI company known for its Claude models.
A technology company that is partnering with Anthropic to provide compute infrastructure.
Broadcom
A semiconductor company that is also partnering with Anthropic on the compute infrastructure expansion.
The takeaway
Anthropic's strategic approach to scaling its infrastructure and commitment to pushing the boundaries of AI development will be crucial in maintaining the reliability and performance of its Claude models for customers worldwide.
