Anthropic is going fully vertical on the AI stack. The company will directly purchase close to 1 million Google TPUv7 units and deploy them in facilities it controls—a significant diversification away from pure NVIDIA dependency. Broadcom will sell the systems directly to Anthropic, while TeraWulf, Hut8, and Cipher Mining provide data center infrastructure.
Anthropic is purchasing chips directly and deploying in facilities it controls—a fundamentally different model from renting compute through AWS, Google Cloud, or Microsoft Azure. Ownership changes the economics and strategic positioning entirely.
TeraWulf, Hut8, and Cipher Mining—all Bitcoin mining companies—are pivoting their data center expertise to AI workloads. They have power contracts, cooling infrastructure, and real estate that AI companies desperately need.
The crypto infrastructure buildout now serves AI’s compute hunger.
Broadcom as TPU Supplier
Google designs TPUs; Broadcom manufactures them. This deal positions Broadcom as a direct supplier to AI labs, not just a component vendor to hyperscalers. The custom silicon market is fragmenting away from NVIDIA’s grip.
The Scale Is Massive
1 million TPUv7 units represents one of the largest single chip deployments outside the hyperscalers themselves. At projected TPUv7 performance levels, this gives Anthropic compute capacity rivaling the major cloud providers.
The model is emerging: AI labs that want ownership without operational burden outsource physical deployment while maintaining strategic control of the compute layer.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
