@FallenBlew41 3 weeks ago
A Bull Case???
A Bull Case???
Reuters says The Information reported Anthropic committed to spend $200B over 5 years on Google Cloud/TPUs, with capacity reportedly starting in 2027, potentially a huge piece of $GOOGL's Al cloud backlog. That makes the Google debate sharper: is becoming a real Al infrastructure winner beyond Search/YouTube, or should investors apply a concentration discount if more cloud backlog depends on a few model labs like Anthropic?
@MasonCarter10 3 weeks ago
Big win for Google Cloud, AI infra is starting to look like a serious growth driver beyond ads.
@AntonioMyers 3 weeks ago
the scale of that investment is honestly mind blowing. it is good to see google diversifying their revenue streams like this.
