Well, Anthropic's latest deal with Google Cloud is probably something we should've seen coming, considering the firm's enmity with NVIDIA, and how Jensen sees Google's TPUs as a 'formidable' ASIC rival.

Anthropic's Latest Deal With Google Cloud Marks The Biggest External Adoption of TPUs

For those unaware, Anthropic has recently announced its intention to expand its computing power by entering into a deal with Google Cloud , which will focus on employing up to one million TPU chips, marking the largest deal secured by Google for its custom AI chips. Anthropic, in this deal alone, would have access to "over a gigawatt of capacity" as soon as next year, and this is one of the largest ventures in the industry that doesn't involve tech stacks from both NVIDIA and AMD, which is why it is a

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