Skip to main content

Anthropic Reveals $30 Billion Run Rate, Plans To Use 3.5GW of New Google AI Chips

4 weeks 1 day ago
Anthropic says its annualized revenue run rate has surpassed $30 billion and disclosed plans to secure roughly 3.5 gigawatts of next-generation Google TPU compute starting in 2027. Broadcom will supply the key chips and networking gear for the effort, the company announced. The Register reports: News of the two deals emerged today in a Broadcom regulatory filing that opens with two items of news. One is a "Long Term Agreement for Broadcom to develop and supply custom Tensor Processing Units ("TPUs") for Google's future generations of TPUs." Google and Broadcom have collaborated to produce custom TPUs. Broadcom CEO Hock Tan recently shared his opinion that hyperscalers don't have the skill to create custom accelerators and predicted Broadcom's chip business will therefore win over $100 billion of revenue from AI chips in 2027 alone. Working on next-gen TPUs for Google will presumably help to make that prediction a reality. So will the second part of Broadcom's announcement: a "Supply Assurance Agreement for Broadcom to supply networking and other components to be used in Google's next-generation AI racks through up to 2031." Broadcom's filing also revealed one user of Google's next-gen TPU will be Anthropic, which starting in 2027, "will access through Broadcom approximately 3.5 gigawatts as part of the multiple gigawatts of next generation TPU-based AI compute capacity committed by Anthropic."

Read more of this story at Slashdot.

BeauHD

Cloudflare Fast-Tracks Post-Quantum Rollout To 2029

4 weeks 1 day ago
Cloudflare is accelerating its post-quantum security plans and now aims to make its entire platform fully post-quantum secure by 2029. "The updated timeline follows new developments in quantum computing research that suggest current cryptographic standards could be broken sooner than previously expected," reports SiliconANGLE. From the report: The decision by Cloudflare to move its post-quantum security roadmap forward comes after Google LLC and research from Oratomic demonstrated significant advances in algorithms and hardware capable of breaking widely used encryption methods such as RSA-2048 and elliptic curve cryptography. [...] The company said progress across three key areas -- quantum hardware, error correction and quantum algorithms -- is advancing in parallel and compounding overall capability. Improvements in areas such as neutral atom architectures and more efficient error correction are reducing the resources required to break encryption, while algorithmic advances are lowering computational complexity. [...] Cloudflare has already deployed post-quantum encryption across a large portion of its network and reports that more than half of human traffic it processes now uses post-quantum key agreement. The company plans to expand support for post-quantum authentication in 2026, followed by broader deployment across its network and products through 2028. By 2029, Cloudflare said, it expects all of its services to be fully post-quantum secure, with those services being available by default across its platform, without requiring customer action or additional cost as part of the company's commitment to security upgrades. Google said it plans to accelerate its post-quantum encryption migration target to 2029.

Read more of this story at Slashdot.

BeauHD