Anthropic Secures $30B with Google‑Broadcom Deal
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- Anthropic signed a multi‑gigawatt AI compute deal with Google and Broadcom for next‑generation TPU capacity.
- Anthropic reported its annualized revenue run‑rate crossed $30 billion, up from roughly $9 billion at the end of 2025.
- Anthropic's partnership is touted as the largest compute deal to date, putting its revenue ahead of OpenAI’s run‑rate.
- Google will provide the TPU capacity for the partnership, with the compute slated to come online starting in 2027.
- Bitcoin miners are warned of a new rival for cheap power as Anthropic’s massive compute demand could compete for the same energy resources.
Why it matters: Anthropic gains unprecedented compute capacity and a revenue surge that outpaces OpenAI, strengthening its market position and enabling faster model development, while the surge in AI power demand threatens cheap electricity supplies that Bitcoin miners currently rely on, potentially raising their operating costs.
