Anthropic bulked up its compute deal with Google and Broadcom as the company has seen its run-rate revenue surge to $30 billion.

NVIDIA's CEO, Jensen Huang, has talked about what we anticipate in terms of compute demand growing in the coming years, and the figure he projects is beyond shocking. The AI World Has Brought In 'Wild' Compute Demand With the Inference Crazy, And NVIDIA's Here to Capitalize On It The AI industry is at a defining point, as we are seeing a massive shift from training to inference, driving increased compute demand and aggressive revenue growth. Back at GTC 2025, NVIDIA talked about achieving $500 billion in revenue in three quarters, credited to the company's performance with Blackwell and Vera Rubin, […]

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The multi-year deal involves at least a gigawatt of compute power and also includes a strategic investment from Nvidia.