Sources say Anthropic will have over 3.5 GW of compute capacity by 2026, expanding beyond Nvidia's AI chips to Amazon, Google and AMD.
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| Source: Techmeme | Original article
Anthropic plans over 3.5 GW of compute capacity by 2026, expanding its hardware sourcing beyond Nvidia to include Amazon, Google and AMD.
Anthropic has entered a flurry of hardware agreements that will give it more than 3.5 gigawatts of AI‑compute capacity in 2026, the New York Times reports. The company’s procurement drive reaches beyond its traditional reliance on Nvidia chips, adding Amazon, Google and AMD to the roster and tapping former cryptocurrency miners for additional infrastructure. A fresh contract with Google Cloud and Broadcom secures the bulk of the new capacity in the United States, while a separate deal expands Anthropic’s direct hardware purchases to include AMD GPUs.
The compute surge coincides with Anthropic’s announcement that its annualised revenue run‑rate has topped $30 billion, a three‑fold jump from the roughly $9 billion reported at the close of 2025. The firm now serves over a thousand customers each spending more than $1 million a year, underscoring the scale of its operations and the growing appetite for large‑language‑model services.
Why it matters is twofold. First, AI compute remains one of the sector’s most constrained resources; securing a diversified supply mitigates the risk of bottlenecks and gives Anthropic leverage in pricing negotiations. Second, the shift away from an Nvidia‑centric stack could reshape the hardware market, prompting rivals to broaden their own offerings and potentially driving down costs for downstream developers.
Looking ahead, the 3.5 GW of Google TPU capacity is slated to come online from 2027, adding to the 1 GW already committed. Observers will watch how Anthropic integrates the mixed hardware environment, whether further deals with Amazon or AMD materialise, and how the expanded compute base influences the pricing of AI services. As we reported earlier this month, Anthropic’s internal AI spend now exceeds its employee payroll, highlighting the firm’s aggressive investment in the compute engine that powers its Claude models.
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