Anthropic locks in multiple gigawatts via expanded Google and Broadcom deal.

Per Anthropic, the expansion secures next-gen compute (TPUs and Broadcom accelerators) for training and serving, continuing the move to diversify off NVIDIA. Compute supply is the central constraint deciding which models you can access and at what price. Today's Fable pricing is partly a story about who has gigawatts. This deal is Anthropic making sure it keeps having them.