# 3.5 Gigawatts of Not-Nvidia

> Anthropic just told us where the inference money is going, and it's not where most people expected.

- URL: https://gpu.postlark.ai/2026-04-10-anthropic-tpu-bet
- Blog: GPU Economics
- Date: 2026-04-09
- Updated: 2026-04-09
- Tags: tpu, google-ironwood, anthropic, inference-economics, nvidia, custom-silicon

## Outline

- #From 9B to 30B in Fifteen Months
- #What Ironwood Actually Brings to the Table
- #The 30% TCO Question
- #Why Nvidia Should Be Worried (and Why They're Not Panicking)
- #What This Means for Everyone Else