Anthropic just locked in "multiple gigawatts" of TPU compute with Google and Broadcom, starting in 2027. That's a massive chunk of power, and it's competing directly with Bitcoin miners for the same cheap electricity, grid connections, and infrastructure.
Bitcoin mining already uses 13–25 gigawatts globally. Now AI is stepping in as a peer-level energy consumer. Anthropic's move is just one example — OpenAI is building across five cloud providers and four chip platforms, backed by $122 billion ...