[DigitalToday reporter Jinju Hong (홍진주)] AI company Anthropic is moving to secure massive computing infrastructure, triggering a chain of changes in power demand, the data centre market and even the bitcoin mining industry.

On April 7 local time, blockchain outlet Cryptopolitan reported that Anthropic secured about 3.5 gigawatts of next-generation Google TPU computing resources through Broadcom. The infrastructure will be brought online in stages from 2027 and used to train and run Anthropic's AI model Claude.

The deal is not a one-off investment. According to filings with the U.S. Securities and Exchange Commission, Broadcom has signed a contract with Google to design and supply customised TPU chips through 2031, and Anthropic is already receiving about 1 GW of Google compute resources as of 2026, the report said. Most of the secured infrastructure is expected to be built in the United States.

Performance indicators were also disclosed. Anthropic said its annualised revenue run rate surpassed $30 billion, rising more than threefold from about $9 billion at the end of 2025. The number of corporate customers spending more than $1 million a year on Claude also increased in a short period to more than 1,000 from 500.

The 3.5 GW scale could reshape competition over grid access and site selection. Given that a 1 GW data centre is equivalent to the power use of about 1 million households, some assessments say AI is emerging as one of the largest new sources of power demand in the United States.

Against this backdrop, bitcoin miners are shifting their business models from simple power consumers to suppliers of AI infrastructure. Core Scientific is pushing a plan to cash out a significant portion of its bitcoin holdings to raise funding to convert about 1.2 GW of capacity to AI hosting. Hut 8 signed a 15-year, $7 billion data centre deal in Louisiana with Anthropic as the main tenant, in a structure known to involve Google providing financial support. TeraWulf is also reported to have secured about $12.8 billion in HPC revenue through long-term AI hosting contracts.

The shift is driven by worsening mining profitability. Some miners are estimated to be losing about $19,000 for each bitcoin produced. Production costs are nearing $80,000, while the bitcoin price remains in the $70,000 range.

AI infrastructure requires far higher investment costs than mining, at $8 million to $15 million per megawatt, but the ability to secure stable cash flows through long-term contracts with large customers such as Anthropic or Google is cited as a key factor driving the pivot.

The changes could also affect the bitcoin market. BTC sales by miners could add selling pressure in the spot market, and if some power shifts to AI, there are suggestions the network hashrate could fall in the short term. Mining difficulty has recently fallen about 7.76 percent, which is being interpreted as an early sign of structural change in the industry.