Anthropic is preparing one of the largest single AI infrastructure deployments ever disclosed, bypassing hyperscalers to directly control its own compute stack.
According to independent research firm SemiAnalysis, Anthropic plans to directly purchase close to one million TPUv7 units from Broadcom and deploy them inside facilities it controls.
Under the structure, Broadcom will sell the TPU systems directly to Anthropic rather than routing them through a cloud provider. The physical infrastructure layer will be handled by third-party partners, with TeraWulf, Hut 8 and Cipher Mining providing data center infrastructure.
Operational deployment at the site level will be handled by Fluidstack, which SemiAnalysis says will manage cabling, burn-in, acceptance testing and remote hands services, effectively outsourcing physical server operations while Anthropic retains ownership and control of the compute.
The scale of the build aligns with figures disclosed publicly by Broadcom in recent weeks.
On the company’s fourth-quarter earnings call, Broadcom CEO Hock Tan confirmed the size of Anthropic’s orders.
“As you are aware, last quarter, Q3 2025, we received a $10 billion order to sell the latest TPU Ironwood racks to Anthropic. This was our fourth custom [order] that we mentioned. In this quarter, Q4, we received an additional $11 billion order from this same customer for delivery in late 2026.”
Broadcom is a key partner in the production of Google’s Tensor Processing Units, which are designed in-house by Google. Last month, Google disclosed that it trained its flagship Gemini 3 model entirely on TPUs, underscoring the strategic importance of the hardware.
Taken together, the SemiAnalysis report and Broadcom’s earnings disclosures suggest Anthropic is pursuing a vertically controlled AI infrastructure strategy at a scale previously associated only with hyperscalers, signaling a shift in how leading AI labs are sourcing, owning and operating frontier compute.
Disclaimer: Opinions expressed at CapitalAI Daily are not investment advice. Investors should do their own due diligence before making any decisions involving securities, cryptocurrencies, or digital assets. Your transfers and trades are at your own risk, and any losses you may incur are your responsibility. CapitalAI Daily does not recommend the buying or selling of any assets, nor is CapitalAI Daily an investment advisor. See our Editorial Standards and Terms of Use.