TechCheck Google Infrastructure in Focus in Rumored Deal with Anthropic 10/22/25
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Oct 22, 2025 Google is reportedly eyeing a massive cloud computing deal with Anthropic, involving custom TPU chips. Market reactions reveal a new strategy for investors, indicating a focus on AI leadership beyond traditional search. The shift towards Anthropic’s use of Google’s TPUs could validate the tech giant’s silicon strategy. Additionally, the rise of agentic browsers poses challenges by potentially reducing ad impressions and search queries. As AI demand grows, there's increasing concern over infrastructure reliability and how Google will maintain its competitive edge.
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Market Now Prices Google For AI Leadership
- Google is being valued now for AI leadership across enterprise, consumer, and quantum, not just search or ads.
- The Anthropic cloud talks and quantum news signal investor focus on Google's broader AI momentum.
Agentic Browsers Threaten Search Ad Revenue
- Consumer threats from agentic browsers like OpenAI's Atlas put pressure on Google's ad-driven search revenue.
- Reduced queries could lower impressions and force Google to find new AI monetization paths.
TPUs And Resilience Boost Google Cloud Case
- Anthropic's reported shift toward Google's TPUs would validate Google's silicon strategy versus NVIDIA.
- Enterprise demand for resilient AI infrastructure is rising as real outages highlight multi-cloud reliability value.