compute

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.

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.