Google's compute hunger games: sells 1M TPUs to Anthropic while renting SpaceX Blackwell at 2x market
zacharynado · x · 2026-10-01
A widely shared satirical thread dissects Google's paradoxical compute position: it invented the TPU yet runs internal 'hunger games' among Gemini, Search, Gmail, Waymo, DeepMind and Maps over compute. It sells up to 1 million TPUs to Anthropic plus multiple promised gigawatts, reportedly pays 2x market rate for SpaceX Blackwell capacity, and brought in Blackstone with $5B for a separate 500 MW TPU rental cloud — all while top researchers leave and Gemini 3.5 Pro is delayed months for capability shortfalls.
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