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Google just committed up to $40B to Anthropic, on top of an already deep partnership around chips and cloud capacity. It's another sign that the AI race is really a race for compute. Let’s dive in!
In today’s insights:
Google is investing $40B in Anthropic
White House Calls Out China's AI Copycat Problem
Meta Cuts 8,000 Jobs to Fund AI Push
Read time: 4 minutes
LATEST DEVELOPMENTS
GOOGLE & ANTHROPIC
💰 Google is investing $40B in Anthropic
Evolving AI: Google is pledging up to $40 billion in cash and compute to Anthropic as the AI race tightens around chips and capacity.
Key Points:
Google commits $10B now at a $350B valuation, with another $30B tied to Anthropic hitting performance targets.
Anthropic just quietly released Mythos, its most powerful model yet, to a limited group of partners.
Investors are reportedly circling Anthropic at $800B or more, with an IPO possibly as soon as October.
Details:
The deal comes at a pretty wild moment for Anthropic. Users have been complaining about Claude usage limits for weeks now, and the company has basically been scrambling to lock in compute wherever it can. It just struck a deal with CoreWeave, then secured another $5B from Amazon, and even committed to spending up to $100B for around 5 gigawatts of capacity. And now Google is adding a fresh 5 gigawatts of TPU-based compute over five years, on top of an earlier 3.5-gigawatt arrangement with Broadcom that kicks in around 2027.
Why It Matters:
Compute is now the binding constraint in AI. Anthropic's spending commitments (over $140B across Amazon and Google deals) show what staying in the frontier race costs. Google funds a competitor because the alternative is Anthropic running on someone else's chips. The economics of AI development have collapsed into the economics of power, silicon, and cloud capacity.
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WHITE HOUSE
🕵️ White House Calls Out China's AI Copycat Problem
Source: EPA
Evolving AI: The White House says Chinese firms are quietly cloning American AI through a sneaky technique called "distilling."
Key Points:
The White House plans to team up with US AI companies to fight back against large-scale copying campaigns.
Chinese firms are allegedly using thousands of fake accounts to pull hidden info out of US AI models.
Anthropic and OpenAI have already flagged DeepSeek, Moonshot, and MiniMax as suspected culprits.
Details:
In a fresh internal memo, tech policy chief Michael Kratsios said that foreign entities, mostly based in China, are running so-called "industrial-scale" operations to copy US AI. The trick here is called distillation. Basically, bad actors spin up thousands of accounts on chatbots and just keep probing them until the models leak useful training signals. Those signals then get quietly baked into rival models. The White House now plans to share intel with companies and help build defenses. China's embassy pushed back hard and called it unjust suppression.
Why It Matters:
Spending hundreds of billions on a model someone else can copy for a few million is a bad trade. That is the real headache here. The memo names a problem but skips the punishment. Until that changes, US labs are basically running a race where the finish line keeps getting copy-pasted behind them.
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Source: Getty Images
Evolving AI: Meta is laying off 10% of its workforce to free up capital for its AI ambitions.
Key Points:
Around 8,000 roles cut, with layoffs starting May 20.
More cuts likely later this year, per Wedbush analyst Dan Ives.
Meta's stated goal: build superintelligence that surpasses human intelligence.
Details:
Meta confirmed the cuts in an internal memo and framed them as efficiency moves to offset its heavy AI investment. And it's not just Meta. Pinterest and Dow have also cited AI in recent layoffs. According to Ives, Meta is essentially using AI to automate tasks that once needed full teams, which is enabling a much leaner structure. Back in a January filing, Meta said it is investing now in superintelligence because it could begin a new era of individual empowerment. Zuckerberg himself has called it a tool for prosperity.
Why It Matters:
This is what the AI transition actually looks like inside a tech giant. Not a future scenario but real jobs traded for compute and model training. Meta is betting that a smaller human team plus stronger AI beats the old setup.
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QUICK HITS
🚨 Met investigates hundreds of officers after using Palantir AI tool.
🐺 South Korea police arrest man for posting AI photo of runaway wolf.
🤝 Meta signs agreement with AWS to power agentic AI on Amazon's Graviton chips.
🐞 OpenAI annoused bug bounty on GPT-5.5.
💼 Google updates Workspace to make AI your new office intern.
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