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Open original source ↗So is $GOOG compute constrained as the deal w/SpaceX implied, but not so constrained that they can sell $35B of their chips to their biggest competitor (Anthropic)…?!
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*APOLLO, BLACKSTONE RAISE $35B IN PVT. CREDIT FOR ANTHROPIC: FT $APO and $BX have finalized a $35B private credit deal for Anthropic to help finance $GOOG TPUs. The deal was internally called Projext Big Sky and is one of the largest private credit deals ever completed
negligible_cap ↗