Anthropic has agreed a new deal with Google and Broadcom for multiple gigawatts of next-generation TPU capacity from 2027, as run-rate revenue passes $30 billion and enterprise spending on Claude accelerates.
Google’s legal AI platform, Apple’s push for on-device processing, Enflame’s Shanghai IPO, Anthropic’s market estimate, and new deployments in finance and Latin America point to an AI market maturing into specialized software and contested infrastructure.
Google restructures DeepMind leadership with Demis Hassabis moving to chairman role as Anthropic locks in $71 billion in compute commitments. Latest AI industry developments.
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