Commentary: Anthropic loads shift to Google plus AWS slice, OpenAI doubles down on Azure
ericwdolan · x · 2026-09-11
The author speculates on frontier labs' compute strategies: Anthropic routes most loads to Google with a percentage on AWS, while OpenAI is tied to Microsoft with a deal structured to sell more Azure capacity. It quotes Elon Musk's claim that Google will win the AI race in the West, China on Earth, and SpaceX in space. Unverified personal commentary.
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