# @kazani: Google and Musk sell compute to Anthropic, their AI competitor

Source: https://farcaster.xyz/kazani/0xe3065158
Kiwi News: https://news.kiwistand.com/stories/kazani-Google-and-Musk-sell-compute-to-Anthropic-their-AI-competitor?index=0x69fc58c71d1d3dc3b31982f3ff61ef680fc1319a1a8d66a429ace1135a752225d417ae60
Submitted by @kazani on 2026-05-07 UTC, 1 upvote, 0 comments

## Summary

Google and Musk selling compute to Anthropic, a rival AI lab, is presented as an interesting dynamic, with the likely logic that Anthropic would get the compute anyway and the sellers would rather control it. Alphabet also holds equity in Anthropic, so Google could profit even if Anthropic loses, since Anthropic spending $200B on TPUs would still benefit Google. The capital Anthropic raises from Google and Nvidia flows back to buy compute from them, supporting their valuations and funding more capex, so the cash is largely round-tripping between investors, labs and clouds.

## Article

Anthropic seems fully committed to winning this race: https://www.anthropic.com/news/higher-limits-spacex

The most interesting dynamic here is how competitors in the AI race, Google and Musk, are selling compute to Anthropic. 

The logic here is probably that Anthropic would be getting the compute anyway, and they'd rather be the ones selling/controlling it. Another angle is that they're effectively getting a paying customer to bear the cost of debugging their hardware platform. 

Alphabet also has equity in Anthropic. So even if Anthropic wins, they might benefit. If Anthropic loses but spends the $200B on TPUs first, Google still wins. Google is positioned to profit from a wider range of outcomes than if it bet purely on Gemini. 

Then there is the circular revenue mechanic. The capital that Anthropic raises from Google and Nvidia directly flows back to buy compute from them, which helps their valuation, which in turn funds more capex. The cash is largely round-tripping between investors, labs, and clouds.