Anthropic to expand Google Cloud use, increase compute resources up to 1M TPUs

Anthropic announced that it plans to expand its use of Google Cloud technologies, including up to one million TPUs, dramatically increasing compute resources. The expansion is worth tens of billions of dollars and is expected to bring well over a gigawatt of capacity online in 2026. Anthropic now serves more than 300,000 business customers, and its number of large accounts, customers that each represent more than $100,000 in run-rate revenue, has grown nearly 7x in the past year. This expansion will help the company serve this rapidly growing customer demand. The company said these greater computational resources will also power more thorough testing, alignment research, and responsible deployment at scale. Anthropic’s compute strategy focuses on a diversified approach that uses three chip platforms-Google’s TPUs, Amazon’s (AMZN) Trainium, and Nvidia’s (NVDA) GPUs. Anthropic will continue to invest in additional compute capacity. “Anthropic’s choice to significantly expand its usage of TPUs reflects the strong price-performance and efficiency its teams have seen with TPUs for several years,” said Thomas Kurian, CEO at Google Cloud. “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.”