Google is so afraid of falling behind that they’re dropping $40 billion on Anthropic

To be honest, Anthropic has been really impressive lately, with Claude Code getting super popular. But Google also has Gemini. They’re facing off with a competitor while throwing money at them what does that show? It shows that Google is really worried, afraid of being left behind by OpenAI and Microsoft. They’re willing to spend big to lock down tech partnerships.

For us, this further proves one thing: the demand for AI computing power is never-ending. No matter who wins, companies selling the tools like NVDA and Broadcom will just keep winning