Anthropic与Google、Broadcom扩大合作，获多千兆瓦下一代算力

2026-04-06 00:00·88天前

AI 摘要

Anthropic宣布与Google、Broadcom达成新协议，将获得多千兆瓦下一代TPU算力，预计2027年上线。这是其迄今最大的算力投资，用以支持Claude模型及激增的客户需求。数据显示，Claude年收入运行率已突破300亿美元，年消费超百万美元的企业客户两个月内从500家翻倍至超1000家。新设施主要位于美国，符合其500亿美元投资美国基础设施的承诺。公司强调将继续保持多硬件平台策略，AWS仍是主要云服务商。

原文 · 未翻译

Anthropic expands partnership with Google and Broadcom for multiple gigawatts of next-generation compute

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.

“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.”

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.

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.

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.

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).

Anthropic：Newsroom（网页）

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Anthropic与Google、Broadcom扩大合作，获多千兆瓦下一代算力

2026-04-06 00:00·88天前

阅读原文· anthropic.com

AI 摘要

原文 · 保持原样，未翻译

Anthropic expands partnership with Google and Broadcom for multiple gigawatts of next-generation compute