AI infrastructure

3 briefs

power 2026-05-12

Anthropic Is Renting Compute From Everyone, Including Its Enemies

Anthropic committed $200 billion to Google Cloud, rented Musk's supercomputer three months after he called the company 'evil,' and is simultaneously locking in deals with Amazon, CoreWeave, and Akamai. This is not a diversification strategy. It is a survival posture.

decision 2026-05-12

Meta Locks In Two Chip Partners in One Week. Nvidia Is Still at the Table.

Meta announced multi-year deals with both Broadcom and Nvidia for custom silicon and infrastructure. The catch: it needs Broadcom to escape Nvidia dependency and needs Nvidia because the escape route isn't ready yet.

power 2026-04-09

The Chip War Is Now a Two-Front Battle, and the US Is Losing the Material That Wins It

The MATCH Act would cut China off from Dutch chipmaking tools. China's InP export controls just cut the world off from the material that makes AI data centers run. Washington is winning the equipment war while Beijing controls the supply chain beneath it.