According to @dylan522p, DeepMind thought it was insane that Google sold a million TPUs to one of its biggest competitors. But the Gemini cloud team was making very little revenue at the time. Then Gemini usage spiked. Google leadership woke up to how big a deal AI was going to be and went to TSMC asking for more capacity. TSMC's answer: sold out. Google is now locked in to providing a million TPUs to Anthropic, even as it can’t meaningfully increase its allocation until 2027. Dylan’s read:…