New Competition Emerges for Affordable Energy as Anthropic Partners with Google and Broadcom
Anthropic has unveiled a partnership with Google and Broadcom to secure 'multiple gigawatts' of next-generation TPU computing capacity, expected to become operational starting in 2027, marking the company's largest commitment to date as it achieves a $30 billion annual revenue run rate, up from $9 billion at the end of 2025. The scale of AI computing demand is now directly competing with bitcoin …