Google has sold so much TPU capacity that its own researchers are queueing for the rest

Alphabet runs the most enviable AI infrastructure stack in the industry. The success of the third-party deals with Anthropic and Meta is the reason internal access has become a competitive resource.

Google has spent a decade quietly building the most enviable position in AI infrastructure: a healthy cloud business, its own custom chips, and supply deals that make its TPUs the default alternative to Nvidia for major external customers.

The success of that strategy has produced an internal problem that the company did not anticipate.

Bloomberg’s Julia Love reported on Monday that Google’s own AI researchers, including teams inside Google DeepMind, are now jockeying for access to the computing resources their employer is also selling to Anthropic and Meta.

The 💜 of EU techThe latest rumblings from the EU tech scene, a story from our wise ol' founder Boris, and some questionable AI art. It's free, every week, in your inbox. Sign up now!The structural cause is straightforward. Google has agreed to invest up to $40bn in Anthropic on a deal that includes five gigawatts of TPU capacity over five years and access to up to one million seventh-generation Ironwood chips.