Anthropic announced its annualized revenue run rate crossed $30 billion in early April 2026, up from roughly $9 billion at end-2025, overtaking OpenAI's $25 billion ARR for the first time; over 1,000 enterprise customers now spend $1 million or more annually, doubling since the February Series G raise. Alongside the revenue milestone, Anthropic signed an agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity to come online starting in 2027, described by CFO Krishna Rao as "our most significant compute commitment to date." The vast majority of new infrastructure will be sited in the United States, building on Anthropic's existing commitments to invest $50 billion in American AI infrastructure.