Anthropic Just Locked Up 3.5 Gigawatts of AI Power: Bitcoin Miners Are Selling Their BTC to Pivot Into the Same Business
The post Anthropic Just Locked Up 3.5 Gigawatts of AI Power: Bitcoin Miners Are Selling Their BTC to Pivot Into the Same Business appeared on BitcoinEthereumNews.com.
Anthropic has just secured one of the largest compute deals the AI industry has ever seen. The company locked in 3.5 gigawatts of next generation Google TPU compute through Broadcom. In the same week, Anthropic highlighted its tremendous growth with its annualized revenue now crossing the $30 billion mark, which is more than triple the $9 billion reported at the end of 2025 and the number of customers spending $1M+ on Claude doubling from 500 to 1,000 in under two months. Coindesk framed it as bitcoin miners gaining a powerful new rival in the fight for cheap power. This framing however misses what’s actually happening under the hood. We’ve signed an agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, coming online starting in 2027, to train and serve frontier Claude models. — Anthropic (@AnthropicAI) April 6, 2026 Bitcoin miners aren’t prepping for a fight but rather pivoting and the numbers speak for themselves. Core Scientific, one of the largest publicly listed miners, is liquidating substantially all of its Bitcoin holdings in 2026 to fund a 1.2 gigawatt pivot to AI hosting, as reported by The Block. Hut 8 has a $7 billion data center deal with Anthropic itself, backstopped by Google. TeraWulf is sitting on $12.8 billion in contracted HPC revenue. The reason we’re seeing this comes down to math. Miners losing around $19,000 per BTC produced versus AI hosting offering longer term, stable cash flow supported by enterprise contracts have forced their hand. What Anthropic Just Signed and Why 3.5 Gigawatts Matters Anthropic’s largest infrastructure deal landed on April 6 when they announced that it had secured access to 3.5 gigawatts of next generation Google TPU compute capacity through Broadcom, beginning in 2027. Bloomberg and CNBC confirmed the partnership terms. The new capacity is on…
Filed under: News - @ April 7, 2026 11:32 am