Topic

#TPU

3 articles

An extreme close-up of a green semiconductor chip resting on a stack of blank legal paper, two fountain pens and ink wells slightly out of focus behind it, dim warm chiaroscuro lighting, documentary photojournalistic style.

Jun 2, 2026 • 11 min read

Anthropic Borrowed $36B. Broadcom Cosigned $31B of It.

Apollo and Blackstone are syndicating a $36 billion private credit deal so a shell company can buy Google TPUs and lease them to Anthropic. The senior tranches only price at investment grade because Broadcom, which co-builds the chips, has agreed to pay the shortfall if Anthropic defaults. A near-trillion dollar startup still needs the chip maker to cosign its debt.

#Anthropic #Broadcom #Apollo Global

Blue glowing Google TPU racks breaking out of a glass wall to challenge a green Nvidia monolith

Dec 9, 2025 • 7 min read

Google's Nuclear Option: Selling TPUs to Break Nvidia's Grip

Google is breaking its 'Walled Garden' rule by selling TPUs directly to Meta and Apple. This breakdown covers the Trillium OCS architecture, the Meta deal, and why this shift threatens Nvidia's monopoly.

#Google #Nvidia #TPU

Split screen showing Google TPU server rack on left and Nvidia Blackwell rack on right

Nov 29, 2025 • 5 min read

The Silicon War: Google TPUs vs. Nvidia Blackwell

Google's new Trillium and Ironwood TPUs are challenging Nvidia's Blackwell dominance with superior efficiency and lower costs. We break down the specs, the economics, and the winner.

#Google #Nvidia #AI Chips