@shawnchen_eth: Last night there were two particularly noteworthy news items: 1. Google + Blackstone announced a $5B TPU cloud JV with 500MW coming online in 2027. This is a new paradigm for AI infrastructure: not just GPUs, even TPU cloud can be built using private infrastructure capital...
Summary
Two news items: Google and Blackstone announced a $5B TPU cloud joint venture with 500MW expected online in 2027, introducing private infrastructure capital into AI infrastructure; if the SEC allows third-party tokenized stocks, it would benefit crypto trading platforms, but this has not yet materialized.
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Cached at: 05/20/26, 12:32 PM
Two notable news items from last night:
- Google + Blackstone announced a $5B TPU cloud JV, with 500MW expected to go live in 2027
This marks a new paradigm for AI infrastructure: not just GPUs, but TPU cloud capacity can now be funded via private infrastructure capital. This is a direct positive for GOOGL/BX; it’s a valuation framework positive for CRWV/APLD/IREN/BE/VRT/ETN
- The tokenized stock narrative continues to build. If the SEC allows third-party tokenized stocks, the most direct beneficiaries are COIN/HOOD/CRCL; however, tokens currently carry no shareholder rights, dividend rights, or 1:1 backing. This is policy beta, not fundamental reality on the ground.
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@FinanceYF5: The numbers behind this funding round are more telling: signed a 5 GW compute agreement with Amazon, a 5 GW next-gen TPU deal with Google and Broadcom, and also gained access to SpaceX's Colossus cluster. Claude is the only frontier model simultaneously available on AWS, Google Cloud, and Azure.
Anthropic completed a $6.5 billion Series H funding round, valuing it at $965 billion. The funds will be used to expand compute capacity, including partnerships with Amazon, Google/Broadcom, and SpaceX. Claude is the only frontier model available on AWS, Google Cloud, and Azure simultaneously.
@yifandotqiao: Yes, TPU. Because it’s there.
Google Cloud and Inferact announce a partnership to optimize vLLM for TPU, making it a first-class citizen in the open model ecosystem for agentic production serving.