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 AI cloud backlog. That makes the Google debate sharper: is $GOOGL becoming a real AI infrastructure winner beyond Search/YouTube, or should investors apply a concentration discount if more cloud backlog depends on a few model labs like Anthropic?
Anthropic’s $200B Google deal: $GOOGL risk or bull case?
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