By TOI Tech Desk
Publication Date: 2026-04-13 12:04:00
Anthropic has signed one of the largest compute deals in AI history—and almost none of it is going to Nvidia. The AI lab has committed to multiple gigawatts of next-generation TPU capacity from Google and Broadcom, in an agreement potentially worth hundreds of billions of dollars, starting 2027. It is a direct, large-scale endorsement of Google’s in-house silicon at a moment when Nvidia’s dominance of AI infrastructure is facing its most serious test yet.The deal gives Anthropic access to close to 5GW in new computing capacity over the coming years. Each gigawatt costs between $35bn and $50bn to build out, with the bulk of that spent on chips. That math points to a commitment running well into the hundreds of billions—and it’s going to Google’s TPUs, not Nvidia’s GPUs. Anthropic’s run-rate revenue has surged from $9 billion at the end of 2025 to over $30 billion today, with more than 1,000 business customers now spending over $1 million annually—making this one of the most consequential chip…
