Anthropic has struck its largest compute deal yet, partnering with Google and Broadcom for multiple gigawatts of next-generation TPU capacity starting in 2027. This deal is struck even as its annual revenue run rate jumped to $30 billion from $9 billion at the end of 2025.
The rapid buildout of AI infrastructure is emerging as a direct competitor to bitcoin mining for scarce energy resources such as grid connections, land, cooling and cheap electricity, with AI now representing one of the largest new sources of U.S. power demand.
Under pressure from rising costs and volatile mining economics, major bitcoin miners are increasingly shifting toward hosting AI workloads, positioning themselves as power and data-centre infrastructure providers that also mine bitcoin rather than pure-play mining companies.
Miners rely on cheap electricity, land and cooling infrastructure. The same resources are needed by AI businesses as they quickly secure enormous amounts of compute capacity.
The extent of demand is demonstrated by multi-gigawatt agreement with the AI company Anthropic. The business is securing electricity capacity equivalent to the whole Bitcoin mining network parts.
Miners’ conduct is already being altered by this change. Instead of mining Bitcoin, some companies are opting to rent out their infrastructure to AI startups since it provides more steady and predictable revenue.
The economics are straightforward. While AI contracts offer consistent payment flow, mining revenue varies with Bitcoin prices. Currently, AI hosting is more profitable for many operators.
Source: X.com
Stay informed with the latest trends in Web3, blockchain innovation, and cybersecurity updates at 3verseTV
You need to login in order to Like
Leave a comment