Google just bet $40B on its own competitor

💰 Google's $40B Anthropic Bet Is Either Genius or a Cry for Help

• $10 billion lands immediately at a $380 billion valuation, with the remaining $30 billion tied to performance milestones - plus access to 5 gigawatts of compute capacity via Google and Broadcom, mirroring a parallel deal Anthropic struck with Amazon (up to $20 billion more there); Anthropic's annualized revenue has now crossed $30 billion, and Google's stake was already around 14% before this round.
• OpenAI is targeting 30 gigawatts of compute by 2030, and Anthropic is now locking in supply from both cloud giants simultaneously - the compute arms race has become the AI race itself.

Why it matters: Whoever runs out of compute first loses, and every major player knows it - which is why the infrastructure deals happening right now will define who's still relevant in three years. (source)

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🖥️ Meta Is Buying Tens of Millions of CPU Cores Just for AI Agents

• Meta is deploying tens of millions of AWS Graviton cores - making it one of Amazon's largest Graviton customers globally - specifically targeting agentic AI workloads, the multi-step reasoning tasks that are unusually CPU-hungry; Graviton5, launched December 2025, runs 192 Arm-based cores on a 3nm process.
• Meta is pairing this with its own proprietary accelerators and a broader data center buildout - a deliberately diversified infrastructure strategy that avoids over-reliance on any single supplier.

Why it matters: When a company the size of Meta locks in tens of millions of CPU cores specifically for autonomous AI agents, agentic AI stops being a product roadmap item and starts being a compute category you need to plan infrastructure around right now. (source)

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🏃 Enterprise Software's Best People Are Walking Out the Door

• Senior talent from Salesforce, Snowflake, Datadog, and Palantir have all moved to OpenAI or Anthropic in recent weeks, per CNBC sources - drawn by larger comp packages and the chance to bring existing enterprise relationships to AI-native companies; OpenAI wants enterprise at 50% of revenue by year-end, up from 40% in January.
• The iShares Expanded Tech-Software ETF (IGV) is down nearly 20% this year as AI disruption fears hammer the sector - and the executive departures are accelerating that narrative.

Why it matters: This isn't a talent story, it's a go-to-market story - AI labs are done hiring only researchers, and when your new CRO is a former Slack CEO, you're signaling that the enterprise sales war has officially started. (source)

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• • The Oakgen Team

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