Google's $40B Anthropic Bet: Cash, Compute, and Claude
April 26, 2026
Google commits up to $40B to Anthropic — $10B now at $350B valuation plus 5GW of TPU capacity over five years. Big Tech's latest AI infrastructure bet.
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How 20B Non-Acquisition Signals the New Shape of AI Consolidation
December 28, 2025
Nvidia's $20B Groq non-acquisition, explained — exclusive-IP licensing replaces traditional M&A in AI consolidation. Strategy, structure, and what comes next.