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To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Anthropic signed new agreements with Google and Broadcom to add multiple gigawatts of TPU capacity starting in 2027 as customer demand accelerates, the company said Monday. The model provider doubled its number of business customers over the last two months, from 500 in February to now over 1,000. Anthropic trains and runs its Claude frontier AI model on Google TPUs, Nvidia GPUs and AWS Trainium chips, a diverse set of hardware that “translates to better performance and greater resilience for customers who depend on Claude for critical work,” according to the announcement. The range of hardware helps the company make Claude available to customers across key cloud platforms, including Google Cloud, AWS and Microsoft Azure, it said. The deal places a spotlight on interconnectivity and signals that “AI infrastructure is becoming an industrial supply chain, not just a cloud purchase,” Alastair Woolcock, VP analyst at Gartner, told CIO Dive in an email. “This gives CIOs more confidence that leading model providers are securing the capacity needed for enterprise-scale AI. However, frontier AI access will increasingly favor providers that can lock in chips, capital and infrastructure years in advance.” Global AI infrastructure spend is expected to increase in 2026, reflecting heightened enterprise demand for AI services. As vendors race to supply compute power for enterprise deployments, CIOs will need to pay attention to constraints around available compute and infrastructure. An AI model provider like Anthropic locking in large amounts of compute signals that “access to AI at scale will favor companies aligned with hyperscaler infrastructure,” Naveen Chhabra, principal analyst at Forrester, said in an email to CIO Dive. “The risk isn’t model quality, it’s whether enterprises can secure capacity, control costs and avoid long term lock-in as AI demand outpaces supply,” Chhabra said. CIOs will need to plan for compute as a constrained resource, anchor vendor strategies to the reality of available infrastructure, focus FinOps on AI spend and push vendors on transparency even as models are offered across multiple cloud providers, Chhabra said. As compute power becomes a strategic resource, vendors are striking new deals and expanding existing partnerships to better compete for enterprise dollars. AWS launched a multiyear partnership with OpenAI in February to distribute OpenAI Frontier, the Anthropic competitor’s enterprise platform for AI agents. The same month, Intel partnered with SambaNova to support enterprise AI inference capabilities. Meanwhile, IBM recently announced a collaboration with Arm to build dual-architecture hardware supporting IBM Z mainframes to help enterprises run AI workloads. Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoTrending tickersF Ford Motor Company 12.18 +0.66 (+5.73%)UCAR U Power Limited 2.3800 +1.8286 (+331.63%)WDAY Workday, Inc. 119.17 -8.34 (-6.54%)GLW Corning Incorporated 165.10 +16.58 (+11.16%)APLD Applied Digital Corporation 27.79 +2.61 (+10.37%)PortfolioSign in to access your portfolioSign inTop gainersAXTI AXT, Inc. 53.18 +7.72 (+16.98%)HUT Hut 8 Corp. 61.43 +8.77 (+16.65%)USAR USA Rare Earth, Inc. 16.78 +2.14 (+14.62%)RIOT Riot Platforms, Inc. 16.11 +1.92 (+13.53%)VSEC VSE Corporation 210.90 +25.01 (+13.45%)Top losersAPA APA Corporation 38.75 -4.21 (-9.80%)VG Venture Global, Inc. 14.44 -1.55 (-9.69%)MUR Murphy Oil Corporation 39.10 -3.64 (-8.52%)SSL Sasol Limited 12.46 -1.14 (-8.38%)WIX Wix.com Ltd. 74.38 -6.61 (-8.16%)Most activeINTC Intel Corporation 58.95 +6.04 (+11.42%)NVDA NVIDIA Corporation 182.08 +3.98 (+2.23%)HOLX Hologic, Inc. 76.01 0.00 (0.00%)NOK Nokia Oyj 9.44 +0.59 (+6.67%)AAL American Airlines Group Inc. 11.41 +0.60 (+5.55%)Top economic eventsEarnings eventsMy earnings eventsEarnings events