Google has sold so much TPU capacity that its own researchers are queueing for the rest (opens in new tab)

Alphabet runs the most enviable AI infrastructure stack in the industry. The success of the third-party deals with Anthropic and Meta is the reason internal access has become a competitive resource. Google has spent a decade quietly building the most enviable position in AI infrastructure: a healthy cloud business, its own custom chips, and supply […] This story continues at The Next Web