New Competition for Affordable Energy Emerges as Anthropic Secures Multi-Gigawatt Computing Deal
Anthropic has formed a partnership with Google and Broadcom to secure 'multiple gigawatts' of next-generation TPU compute capacity, set to launch in 2027, marking the company's most substantial commitment to date, with revenue growth accelerating to a $30 billion annual run rate from $9 billion by the end of 2025. The scale of AI compute demand now directly competes with bitcoin mining for the sa…