Google Is Using Nvidia's Playbook to Build a Rival AI Chip Business (11 minute read) (opens in new tab)

Google is renting computing power from thousands of its microprocessors at an AI data center in Western New York to AI giant Anthropic. The move will help data centers raise cheaper debt. Google realized the commercial potential for its TPUs about two years ago and started investing in their inference capabilities. Its AI infrastructure team is now hyper-focused on improving chip performance.