Google and Anthropic Ink Cloud Computing Deal, Plus Wall Street Cools on Intel 10/24/25
Oct 24, 2025•7 min
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Episode description
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.
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