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

The Next Web
By Ana-Maria StanciucMay 18, 2026, 9:35 am187 ptsTop
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…

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