Bloomberg Tech Anthropic, Google Discuss Multibillion-Dollar Cloud Deal
4 snips
Oct 22, 2025 
John Stankey, CEO of AT&T, shares insights into the company's latest earnings and subscriber growth, especially in the wake of the iPhone 17 launch. Rachel Metz, a tech and AI reporter, dives into the high-stakes discussions between Anthropic and Google regarding a multibillion-dollar cloud deal to enhance AI capabilities. They explore what this means for the tech landscape and the implications of AI startup partnerships. The episode wraps up with a look at mixed earnings from major tech players, setting the stage for a shifting market.
AI Snips
Chapters
Transcript
Episode notes
Anthropic-Google TPU Talks Signal Major Cloud Shift
- Anthropic is in talks with Google to use TPUs for AI workloads, signaling big cloud-compute commitments.
- The deal could be worth high tens of billions and reinforces Google as a key AI infrastructure partner.
TPUs Could Tilt The Cloud Chip Race
- Using Google's TPUs may be a vote of confidence in Google's chips versus alternatives like NVIDIA or AMD.
- The move could raise questions about AWS's ability to meet top AI customers' specialized needs.
AI Demand Forces Multi-Cloud Partnerships
- Capacity constraints are driving major models to work with multiple hyperscalers, not exclusivity.
- Large language models will likely partner across clouds as enterprise demand scales.