The Daily Tech Brief

Google doubles down on Anthropic, while Intel’s AI CPU surge resets the chip race (2026-04-25)

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  1. Google deepens its bet on Anthropic — Google plans to invest up to 40 billion dollars in Anthropic, starting with 10 billion dollars, with up to 30 billion dollars more tied to performance benchmarks. Anthropic’s valuation was cited at about 380 billion dollars. CNBC
  2. Intel’s AI CPU demand surprises the market — Intel shares jumped more than twenty four percent to around eighty three dollars, pushing market value above four hundred sixteen billion dollars, as demand from AI service providers helped drive an upbeat outlook. Reuters

    3. Why it matters for business leaders: Big Tech is making long-horizon investments to secure compute capacity and distribution, while the semiconductor supply chain for AI workloads is broadening beyond a single chip category. Expect knock-on effects in availability, pricing, and vendor strategy.

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