Why Anthropic’s Google deal should make Nvidia and its CEO Jensen Huang nervous

Anthropic has signed one of the largest compute deals in AI history—committing to multiple gigawatts of TPU capacity from Google and Broadcom, potentially worth hundreds of billions of dollars. The agreement, running through 2031, is a major endorsement of Google’s in-house chips over Nvidia’s GPUs. As the AI industry shifts from model training to inference, purpose-built chips are getting cheaper and more competitive—and Nvidia is feeling the pressure from every direction.