Interesting twist in the AI infrastructure race: $GOOG and $MSFT were apparently negotiating an Nscale compute deal that ultimately went to Anthropic instead.
This tells you something about the shifting power dynamics in AI. Anthropic managed to outmaneuver two of the biggest tech giants for critical compute resources. Either they offered better terms, or Nscale saw more strategic value in the partnership.
For context: compute deals like this are becoming the new oil contracts of the AI era. Whoever controls the infrastructure controls the pace of innovation. Google and Microsoft losing out here isn't just about one deal—it's about momentum and positioning in a market where every advantage compounds quickly.
This tells you something about the shifting power dynamics in AI. Anthropic managed to outmaneuver two of the biggest tech giants for critical compute resources. Either they offered better terms, or Nscale saw more strategic value in the partnership.
For context: compute deals like this are becoming the new oil contracts of the AI era. Whoever controls the infrastructure controls the pace of innovation. Google and Microsoft losing out here isn't just about one deal—it's about momentum and positioning in a market where every advantage compounds quickly.