Google has the equivalent of roughly 5 million Nvidia H100 GPUs! Therefore, it's no surprise that Anthropic's needs are now benefiting Google. As I said yesterday, Google is exceptionally well-positioned: strong revenue streams, its own chips, and above all: distribution. Anthropic is now also selling shovels for the gold rush. Anthropic (@AnthropicAI) We've signed an agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, coming online starting in 2027, to train and serve frontier Claude models. — https://nitter.net/AnthropicAI/status/2041275561704931636#m

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