Anthropic just gave Google’s chips a boost

The AI chip side quest just got louder

Anthropic’s latest message is basically: hey, Google’s TPUs are getting more love. That matters because TPUs aren’t just nerdy hardware trivia — they’re part of Alphabet’s attempt to build an AI moat that isn’t entirely dependent on Nvidia’s buffet line.

Why you should care

If more AI companies decide to run workloads on Google’s custom chips, that could be a quiet tailwind for Alphabet’s cloud and infrastructure story. It also drags Broadcom into the plot, since the company has a hand in custom chip development and the broader AI silicon ecosystem.

The investor angle

This isn’t a “ring the bell, we’re all rich” moment. It’s more like the opening scene of a franchise: a few more clients, a little more validation, and suddenly Google’s chip strategy looks less like an expensive hobby and more like a real business lever.

Big picture: in AI, the winners might not just be the companies building models — it may be the ones selling the shovels, the pickaxes, and the very specific silicon that keeps the whole gold rush humming.