AnthropicDeal

Anthropic has reportedly committed $200 billion to Google Cloud and its custom TPU chips over five years — a deal that accounts for more than 40% of Alphabet’s entire disclosed revenue backlog. It’s the biggest AI infrastructure commitment ever reported, and it fundamentally changes the competitive math between Google, Microsoft, and Amazon. NeuralWired breaks down the deal’s anatomy, the TPU advantage behind it, and the circular-deal risk analysts aren’t ignoring.