But the Gemini cloud team was making very little revenue
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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: Anthropic simply understood how valuable compute was going to be before Google did, even though Google was the one with the allocation. Since then, Google has woken up dramatically - buying an energy company, putting down deposits on turbines, and locking up land and power at a crazy pace. But the chips they gave away aren't coming back.
