Anthropic Hits $30B Revenue Run-Rate; Samsung Routes 200M Users to Google Gemini

Anthropic crosses $30B revenue run-rate on a Google and Broadcom compute deal as Samsung exits messaging and routes its entire Android base to Google Gemini.

🤖 Anthropic Hits $30B Revenue Run-Rate, Signs Multi-Gigawatt TPU Deal with Google and Broadcom

Decoded: Anthropic announced April 6 that its annualized revenue run-rate has surpassed $30 billion — up from approximately $9 billion at the end of 2025, a more than 3x increase in roughly one quarter. The company simultaneously disclosed a new compute infrastructure agreement with Google and Broadcom covering multiple gigawatts of next-generation TPU capacity, expected to come online starting in 2027. CFO Krishna Rao called it Anthropic's "most significant compute commitment to date." More than 1,000 business customers are now each spending over $1 million on an annualized basis — doubling from 500 in less than two months. The majority of new compute will be sited in the United States. (Anthropic official press release, April 6, 2026)

Why it matters: The $30B run-rate is a concrete data point in the AI demand debate. A 3x increase in one quarter signals demand acceleration rather than plateau, driven by enterprise adoption. The 1,000+ customers at $1M+ annual spend is a structural revenue floor — enterprise contracts are sticky, multi-year commitments. The multi-gigawatt Google and Broadcom TPU commitment carries weight on two vectors: for Broadcom (AVGO), it confirms another hyperscale custom silicon customer at gigawatt scale. For Google (GOOGL), it deepens Anthropic's dependency on Google Cloud at a time when enterprise growth is compounding. The $50 billion American AI infrastructure commitment attached to this deal also insulates Anthropic's buildout from tariff uncertainty affecting hardware imports.

🤖 Samsung Exits Messaging in July, Routes 200M+ Users to Google Gemini

Decoded: Samsung announced on its U.S. support website that Samsung Messages will shut down in July 2026. The company is directing all affected users to Google Messages as the replacement, citing access to Google Gemini AI features including the experimental "Remix" image-generation tool and AI-powered reply suggestions. Samsung Messages is a stock app pre-installed on Galaxy devices; its removal eliminates a native Samsung UI layer between Google and Samsung's installed base. New Galaxy S26 devices already no longer support downloading Samsung Messages from the Galaxy Store. Older devices running Android 11 or below are not affected. (AP, April 7, 2026)

Why it matters: Samsung's exit from messaging is a distribution win for Google (GOOGL). Samsung Messages was one of the last barriers between Google's AI features and Samsung's user base — routing users to Google Messages hands Google a direct Gemini distribution channel inside the world's largest Android OEM. For Gemini, Samsung's install base represents a step-function expansion in daily active users for on-device AI features without organic user acquisition cost. The move accelerates Google's strategy of embedding Gemini at the OS and messaging layer across Android — a tactic already executed at the iOS level through the Apple-Google AI deal. Every Galaxy user who switches becomes a Gemini touchpoint.

Stay decoded. See you tomorrow.

— The Get AI Decoded Team