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

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.