compute

2 briefs

power 2026-04-25

Google Just Paid $40 Billion for the AI Model That's Beating Its Own

Claude outsells Gemini in enterprise. Google's solution is to fund Claude. The market should read this as a confession, not a strategy.

power 2026-04-21

Anthropic Is Paying Amazon $100 Billion to Not Run Out of Computers

The $5 billion headline understates what actually happened: Anthropic has pledged its entire infrastructure future to AWS for a decade in exchange for being allowed to keep growing.