Anthropic's 3.5 Gigawatt Deal Is a Direct Challenge to Bitcoin Miners. Many Are Already Switching Sides.
On April 6, 2026, Anthropic announced a partnership with Google and Broadcom for multiple gigawatts of next-generation TPU compute capacity starting in 2027 — its largest infrastructure commitment ever. Revenue run rate: $30 billion, up from $9 billion at end-2025. Bitcoin miners lose roughly $19,000 per coin produced. AI hosting offers 80–90% operating margins. The industry's biggest business model shift in history is already underway.