Anthropic has secured $517 billion in compute capacity leases over the past 11 months, amounting to 14.8GW, primarily with Google and AWS. This expansion includes large deals with cloud providers like Akamai and Fluidstack and a $45bn agreement with Nscale.
OpenAI plans to introduce Managed Agents at DevDay 2026, following a model similar to Anthropic's offerings, targeting businesses and developers. The new agents aim to integrate advanced models with superior computer-use capabilities at competitive price points to attract users.
Google's TPUv7 Ironwood delivers up to 50% better performance per dollar compared to Nvidia's B200/B300 chips, marking the first generation where Google competes for others' inference workloads.