Anthropic tops $30 billion run rate, seals deal with Broadcom

Anthropic PBC reported a revenue run rate exceeding $30 billion, significantly up from $9 billion at the end of 2025, driven by increasing demand for its Claude services.

The company has over 1,000 business clients, each spending over $1 million annually, a figure that has more than doubled since February. Anthropic is collaborating with Broadcom Inc. and Google to enhance its operational capacity, as confirmed by CFO Krishna Rao. Despite facing a legal dispute with the U.S. government over a supply-chain risk designation, which could cost billions in revenue and has raised concerns among some customers, Anthropic continues to grow.

Broadcom is developing chips with Google's tensor processing units, ensuring a long-term supply agreement through 2031, while the partnership will provide Anthropic with approximately 3.5 gigawatts of computing power starting in 2027.