Welcome to the TechBrew Ride Home for Tuesday, April 7th, 2026. I'm Brian McCullough. Today is the day of tipping points, potential or otherwise.

Anthropics' new deal with Google and Broadcom and some newly released numbers might be the tipping point in a couple of AI horse races, the gold rush slash land grab in the world model space, the dubious gold rush for

SEO in the AI era, and an urgent wake-up call, and the quantum computing will break

cryptography space. Here's what you miss today in the world of tech.

So, Anthropic has signed an agreement with Google and Broadcom for multiple gigawatts of TPU capacity,

and that's nice, but that's not the headline anyone actually cares about.

They care about this, quoting Bloomberg.

Anthropic PBC said its revenue run rate has now topped $30 billion, up from $9 billion,

at the end of last year, and has confirmed plans to work with Broadcom and Google to power its burgeoning operations. The AI startup said that

demand for its clawed services had accelerated this year, with more than 1,000 business

customers spending over $1 million on an annual basis. That figure has more

than doubled since February. The collaboration with Broadcom and Google, which was first announced

last month, will help Anthropic build, quote, the capacity necessary to serve the remarkable

growth we have seen in our customer base. Chief Financial Officer Krishna Rao said in a statement,

the annual run rate, a popular benchmark among tech startups,

extrapolates the current sales level over a full year.

The latest number suggests that a high-profile dispute with the U.S.

government hasn't stymied growth.

Anthropic is waging a legal fight over the Pentagon's decision to declare the company

a supply chain risk following a standoff over AI safety's decision to declare the company a supply chain risk,

following a standoff over AI safety guardrails, end quote.

Ooh, so that's why Dario was willing to stare down the DoD.

...