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Anthropic's 3.5 Gigawatt TPU Deal and Claude's Cybersecurity Push

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In this episode, we cover Anthropic's massive infrastructure expansion with Google and Broadcom, locking in approximately 3.5 gigawatts of next-generation TPU compute capacity set to come online in 2027. We also explore Claude Mythos Preview, a new cybersecurity-focused model launching under Anthropic's Project Glasswing program with limited access for just eleven organizations. Beyond the infrastructure and model news, we break down Anthropic's billing policy change that cuts off third-party harness access for Claude Pro and Max subscribers, shifting heavy usage to a pay-as-you-go system, and the surprise round of usage credits Anthropic quietly sent to soften the transition for paying Claude users.

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This podcast is an independent production and is not affiliated with, endorsed by, or sponsored by Anthropic, Google, Broadcom, Nvidia, OpenAI, or any other entities mentioned unless explicitly mentioned. The content provided is for educational and entertainment purposes only and does not constitute professional, financial, or technical advice. All trademarks, logos, and copyrights mentioned are the property of their respective owners.