Google and Anthropic just officially announced their cloud computing deal, in which Google will supply Anthropic with up to 1 million of its in-house AI chips. The deal is expected to generate well over 1 gigawatt of compute power by next year. Plus, Street sentiment has cooled on Intel, with concerns around unanswered questions and level of AI exposure. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.