Anthropic Acquires Coefficient Bio for $400M, Cuts Third-Party Claude Subscription Access, and Signs Google-Broadcom TPU Deal

Anthropic made three consequential moves this week: it acquired stealth AI biotech startup Coefficient Bio for $400M to deepen its drug discovery and life sciences capabilities, building on Claude for Life Sciences (Oct 2025) and Claude for Healthcare (Jan 2026). Simultaneously, it ended subscription-based Claude Code access for third-party harnesses like OpenClaw and OpenCode effective April 4, requiring users to pay separately via pay-as-you-go on top of the $200/month Max plan — a policy that will extend to other third-party tools soon. Additionally, Anthropic announced a new infrastructure deal with Google and Broadcom to power Claude on next-generation TPUs starting as early as 2027, signaling a major hardware scaling commitment for enterprise AI deployment.