Anthropic targets ~9.5 GW of compute capacity by end-2027

Anthropic is racing to assemble roughly 10 gigawatts of compute capacity by the end of 2027, a figure that would represent a sevenfold increase from the approximately 1.4 gigawatts the company had online at the close of 2025. The expansion is being built on a web of infrastructure deals spanning Google, Broadcom, AWS, AMD, and a handful of massive data center contracts across multiple continents. The deal architecture The latest piece of the puzzle landed in April 2026, when Anthropic announced a partnership with Google and Broadcom to secure approximately 3.5 GW of next-generation TPU capacity. That capacity is expected to begin rolling out starting in 2027. Anthropic’s agreement with AWS includes provisions for up to 5 GW of new Trainium capacity, Amazon’s custom AI training chip. A separate collaboration with AMD, centered on MI450 GPUs, accounts for up to 2 GW more, with the initial 1 GW tranche expected to come online by the first half of 2027. Anthropic signed a lease for a 2.16 GW data center campus in Australia, purpose-built for inference workloads and scheduled to launch in 2027. The company also struck a deal with Nscale for 460 megawatts of capacity under a contract rep...