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Google Invests $40B Into Anthropic, GPT 5.5 Drops, and Google Cloud Dominates | MOONSHOTS

3 May 2026 · 0 min

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Google invests $40 billion in Anthropic while Dario Amodei gets compute from Amazon. TSMC is the bottleneck for AI progress. Google Cloud launches TPU-8T and TPU-8I chips as OpenAI releases GPT-5.5.

Google commits to a $40 billion investment in Anthropic. Dario needs compute, he signs up with Amazon. Google's already a shareholder in Anthropic. They're trying to maximize the economic value per token.
It's all bottlenecked at TSMC. That's the actual bottleneck to all of AI, and only Elon will talk about it.
Google Cloud is dominating. They unveiled their 8th generation of TPUs, in particular TPU-8T for training and TPU-8I for inference. I still believe Google's the winner in the long run here. OpenAI unveiled GPT-5.5.
It very much feels like a release that's intended to strengthen OpenAI's Codex. Math is cooked. A bunch of other things are cooked as well. Things are moving so quickly now that on a month-by-month basis, we're able to see the hardest of these benchmarks creep up 1% per month. So not long now.