Anthropic's Multi-Gigawatt Compute Deal Intensifies Competition for Affordable Energy
Anthropic has unveiled a partnership with Google and Broadcom to secure multiple gigawatts of cutting-edge TPU computing capacity, slated to become operational starting in 2027, marking the company's most substantial commitment to date, with revenue growth accelerating to a $30 billion annual rate from $9 billion at the end of 2025. The scale of AI computing demand now directly competes with bitc…