Anthropic also said Monday that its revenue run rate has now crossed $30 billion on an annualized basis — more than three times the roughly $9 billion figure it recorded at the end of 2025. Enterprise traction has also accelerated: The number of clients committing at least $1 million a year has surpassed 1,000, a threshold Anthropic said is twice what it was reporting around the time of its Series G announcement in February.

[...]

Anthropic said the majority of the new infrastructure will be built on U.S. soil, framing the commitment as a continuation of a pledge made last year to direct $50 billion toward domestic computing capacity. According to Monday's securities filing, Broadcom flagged that Anthropic's ability to draw on the additional compute hinges on its ongoing commercial performance, and noted that discussions with outside operational and financial partners are underway to support the rollout.