www.ft.com
Inside Google’s $200bn Wall Street finance machine for Anthropic
Private credit, chip leases and data centre guarantees underpin a vast new model for AI spending
#$GOOGL is an active hashtag on Bluesky. In the last 30 days, 75 people shared 247 posts with it — around 8 a day. Activity is down 16% versus the previous week, peaking on Jul 22 with 44 posts.
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www.ft.com
Inside Google’s $200bn Wall Street finance machine for Anthropic
Private credit, chip leases and data centre guarantees underpin a vast new model for AI spending
www.theinformation.com
Google Strikes Multibillion-Dollar AI Chip Deal With Meta, Sharpening Nvidia Rivalry
Meta Platforms has signed a deal to rentGoogle’s AI chips, known as tensor processing units, to develop new AI models, according to a person involved in the talks. The multi-year deal is worth billion...
youtu.be
The Jobs Report Was Just an Excuse for Stocks to Rip Higher
YouTube video by Rigatoni Capital
newsletter.semianalysis.com
Gemini is Cooked but GCP is Cooking
or why DeepMind's long term failure is GCP's short term gain
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