This expansion, valued at tens of billions of dollars, will bring over a gigawatt of capacity online, supporting the company’s rapidly growing customer base, now exceeding 300,000 businesses. Google Cloud CEO Thomas Kurian highlighted Anthropic’s sustained positive experience with TPUs, while Anthropic CFO Krishna Rao emphasized the partnership’s role in meeting exponentially increasing demand for its Claude models. This move reinforces Anthropic’s diversified compute strategy, alongside partnerships with Amazon and NVIDIA, to maintain leadership in the AI landscape.
“We are continuing to innovate and drive further efficiencies and increased capacity of our TPUs, building on our already mature AI accelerator portfolio, including our seventh generation TPU, Ironwood.”
Thomas Kurian, Google Cloud
Anthropic Dramatically Expands Compute Capacity with Google Cloud TPUs
Anthropic announced plans to significantly expand its use of Google Cloud’s Tensor Processing Units (TPUs), dramatically increasing its compute resources. The company intends to deploy up to one million TPUs, a move reflecting the strong price-performance and efficiency observed with Google’s AI accelerators over several years, according to Thomas Kurian, CEO at Google Cloud. This substantial investment underscores Anthropic’s commitment to pushing the boundaries of AI research and product development.
The expansion is valued at tens of billions of dollars and is expected to bring well over a gigawatt of capacity online in 2026. Building on this, Anthropic currently serves more than 300,000 business customers, and has seen a nearly seven-fold increase in large accounts, those generating over $100,000 in annual revenue. Krishna Rao, CFO of Anthropic, stated this expanded capacity will ensure they can meet exponentially growing demand while maintaining cutting-edge models for their customers.
These greater computational resources will also power more thorough testing, alignment research, and responsible deployment at scale. While diversifying its compute strategy across multiple chip platforms, including Amazon’s Trainium and NVIDIA’s GPUs, Anthropic remains deeply committed to its partnership with Google. The company will continue to invest in additional compute capacity to maintain its position at the frontier of AI innovation.
AI Growth Fuels Massive Anthropic Investment in Compute Resources
The rapid adoption of Anthropic’s Claude model is driving substantial investment in compute resources, according to the company’s recent announcements. More than 300,000 business customers now utilize Claude, demonstrating significant demand for its AI capabilities. This growth necessitates a massive expansion of Anthropic’s infrastructure to maintain performance and scale effectively, fueling the partnership with Google Cloud.
This expansion includes plans for well over a gigawatt of capacity coming online in 2026, a testament to the escalating computational needs. Krishna Rao, CFO of Anthropic, stated that customers, ranging from Fortune 500 companies to AI-native startups, depend on Claude for critical work. To meet this exponentially growing demand, Anthropic is diversifying its compute strategy, utilizing Google’s TPUs alongside Amazon’s Trainium and NVIDIA’s GPUs.
“Our customers—from Fortune 500 companies to AI-native startups—depend on Claude for their most important work, and this expanded capacity ensures we can meet our exponentially growing demand while keeping our models at the cutting edge of the industry.”
Krishna Rao, Anthropic
Building on this multi-platform approach, Anthropic continues to invest in additional capacity, including Project Rainier, a massive compute cluster with hundreds of thousands of AI chips across multiple U. S. locations. This commitment ensures Claude remains at the cutting edge of the industry, providing reliable service to its expanding customer base and enabling continued innovation in AI research and development. The company’s strategy prioritizes both scale and resilience in its compute infrastructure.
This substantial expansion of Google Cloud TPUs by Anthropic could enable significantly more thorough AI model testing and responsible deployment at scale. For its growing base of over 300,000 business customers, and particularly those representing over $100,000 in run-rate revenue, this increased compute capacity promises enhanced service and innovation.
Building on a longstanding partnership, Anthropic and Google Cloud are positioned to push the boundaries of AI research and product development. The well over one gigawatt of capacity planned for 2026 reflects a commitment to meeting rapidly growing demand and defining the frontier of artificial intelligence, as highlighted by Krishna Rao, CFO of Anthropic.
