peepzy
06-10

$Alphabet(GOOGL)$ This is a pretty interesting behind-the-scenes move.

Reports say Google is guaranteeing lease payments for Anthropic's AI chip capacity across five U.S. data centers, unlocking a massive $35B in financing.

Here's how the pieces fit:

$Broadcom(AVGO)$  designs the chips.

Google supplies the TPUs.

$Apollo Global Management LLC(APO)$  and $Blackstone Group LP(BX)$  are backing the financing.

Think about it—it's major infrastructure for next-gen AI, quietly laying the groundwork for potential leaders in the AI arms race.

It might not make flashy headlines, but moves like this are the kind that generate real money years down the line.

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