Even Google, which owns its own TPUs, is relying on external sources—an unprecedented situation: Demand for AI computing resources has overwhelmed supply. Proof of pricing power: Infrastructure providers hold strong pricing control. A rocket launch toward SpaceX’s IPO: Just before this month’s IPO, Anthropic and Google collectively demonstrated a stock-based business worth $26 billion annually (~¥4 trillion). $SPCX https://t.co/jXlgPOEL7j
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