Anthropic is effectively a sovereign state of compute now, consuming enough power to run a mid-sized city just to stay ahead of OpenAI.
Anthropic’s run-rate revenue hit $30 billion, triple what it was three months ago. To keep up with demand, the company locked in 3.5 gigawatts of Google TPU capacity through Broadcom, enough to power a mid-sized city. More than 1,000 businesses now pay seven figures annually for Claude. At the end of 2025, Anthropic was generating …