Anthropic, Google, Broadcom ink multi-gigawatt TPU deal

Anthropic is aggressively diversifying its compute stack to avoid NVIDIA dependency while matching its hypergrowth with unprecedented physical infrastructure. The 3.5 GW target is roughly equivalent to three nuclear reactors, signaling a move toward industrial-scale AI operations. Broadcom is pivoting from component supplier to direct provider of integrated "Ironwood" TPU racks, capturing more value from the AI boom. A tri-platform strategy involving TPUs, Trainium, and GPUs provides leverage against any single vendor and optimizes for different model training phases. Domestic siting of data centers aligns with national security interests and Anthropic’s $50B U.S. infrastructure commitment.