“Anthropic will be the biggest user of TPUs, surpassing DeepMind's own use by 2029.”
Semiconductor and AI infrastructure research firm, 'TPU Inference Externalization Full Steam Ahead — InferenceX' report
Said Sep 7, 2026Deadline Dec 31, 2029SemiAnalysis, 'TPU Inference Externalization Full Steam Ahead — InferenceX', September 7, 2026
Resolution depends on disclosed or credibly estimated TPU allocation between Anthropic and Google DeepMind by 2029.