This significant expansion of their compute infrastructure will power our frontier Claude models and help us serve extraordinary demand from customers worldwide.

The run-rate revenue has now surpassed $30 billion—up from approximately $9 billion at the end of 2025. When we announced our Series G fundraising in February, we shared that over 500 business customers were each spending over $1 million on an annualized basis. Today that number exceeds 1,000, doubling in less than two months.

The vast majority of the new compute will be sited in the United States, making this partnership a major expansion of our November 2025 commitment to invest $50 billion in strengthening American computing infrastructure.