TechCheck Google and Anthropic Ink Cloud Computing Deal, Plus Wall Street Cools on Intel 10/24/25
Oct 24, 2025
Google's strategic deal with Anthropic is set to unleash a powerhouse of AI processing, providing up to a million chips to supercharge their cloud capabilities. Meanwhile, Intel faces skepticism from investors despite recording profits, as concerns linger over its supply constraints and competitive position. The discussion also highlights how multi-cloud strategies are proving vital in maintaining resilience, especially during outages. As the landscape shifts, market dynamics are favoring companies like AMD and Microsoft amidst evolving demands in the tech sector.
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Anthropic Bets Big On Google Cloud
- Anthropic committed to use up to one million of Google's custom AI chips, creating over a gigawatt of compute by 2026.
- The deal signals a potential shift in AI infrastructure power toward Google and validates multi-cloud strategies amid rising enterprise demand.
Multi-Cloud Strategy Proved Valuable
- The Anthropic deal exposes a complex triangle between Anthropic, Google, and Amazon and highlights cloud-provider competition.
- Multi-cloud resilience helped Claude stay online during a 15-hour AWS outage, underscoring redundancy value.
OpenAI's Scale Forces New Deal Structures
- OpenAI's announced commitments dwarf hyperscaler CapEx, raising questions about future spending and financing models.
- Startups and vendors are structuring chip deals with equity swaps and joint builds to secure future compute capacity.