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Google will invest $10 billion in Anthropic PBC, with another $30 billion potentially to follow, strengthening the relationship between two companies that are at once partners and rivals in the race to build artificial intelligence. Bloomberg's Shirin Ghaffary explains what’s driving the move. She joins Ed Ludlow on “Bloomberg Tech"

Bloomberg TV

891,448 subscribers

54,684 просмотров • 5 месяцев назад •via X (Twitter)

Новости и политика Наука и технологии

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Комментарии: 9

Фото профиля palantir ID 85376.43

palantir ID 85376.435 месяцев назад

what a scam industry. it's gonna be ugly when the bubble goes POP!

Фото профиля .369

.3695 месяцев назад

Hybrid Anthropic-Gemini model incoming? 👀🤔

Фото профиля John Allen Berger

John Allen Berger5 месяцев назад

The best money they will ever spend. Are you kidding me a tool that increases intelligence 100x or a set of chips to increase processing speed

Фото профиля Candice Chi-Hang Cheung, Ph.D.

Candice Chi-Hang Cheung, Ph.D.5 месяцев назад

.@MorganStanley, how come @BloombergTV is so stupid?

Фото профиля Dev Shah

Dev Shah5 месяцев назад

$10B now, $30B potentially later. I feel like Google is all-in on Anthropic. But they're also Anthropic's biggest competitor. That tension doesn't go away with a cheque.

Фото профиля Pierce

Pierce5 месяцев назад

Wow

Фото профиля Frederick Husar

Frederick Husar5 месяцев назад

Right

Фото профиля Venture Fellow aka J VC

Venture Fellow aka J VC5 месяцев назад

@EdLudlow 👀

Фото профиля A

A5 месяцев назад

She is so beautiful!!

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Google just reported $99 billion in profits it never actually received. Alphabet posted net income of $112.1 billion for a single quarter. Earnings per share came in at $9.11 against a Wall Street estimate of $2.87. That is one of the largest profit quarters any company has ever printed. Yet the stock fell about 7% the same day. When people read past the headline and opened the earnings release, they found the reason sitting in one footnote... $99 billion of that profit came from a line called other income. Alphabet describes it as "primarily the result of net unrealized gains on our equity securities." So Google did not sell anything. It marked up shares it already owned and ran the increase through its income statement. That single line added $77.1 billion to net income after tax. It accounted for $6.26 of the $9.11 in earnings per share. Strip it out and adjusted earnings per share were $2.85. Analysts wanted $2.89. The ACTUAL business missed. Now here is what makes this insane: Most of that $99 billion came from two holdings, SpaceX and Anthropic. SpaceX went public on June 12 at roughly $1.77 trillion, up from about $400 billion a year earlier. Alphabet's stake is worth $94.1 billion, and roughly $80 billion of it sits under sale restrictions. Anthropic went from a $350 billion valuation to $965 billion inside the same quarter. Alphabet's private company holdings were worth about $124.3 billion on June 30, and the vast majority of that is Anthropic. Google cannot sell either position right now. Now trace where that valuation came from: Google started putting money into Anthropic in 2023. A $300 million bet has grown into a $13.3 billion position with commitments of up to $30 billion more. Anthropic committed to buying at least five gigawatts of computing capacity from Google Cloud. Google Cloud revenue then grew 82% to about $24.8 billion, the strongest quarter that business has ever had. That growth is part of the story the market uses to price both companies. And when Anthropic's valuation jumped, Google booked the jump as its OWN profit. Google is the investor, the supplier, and the party deciding what the asset is worth. A tax and accounting consultant named Robert Willens flagged this back in April, pointing out that Alphabet is able to influence the value of one of its own assets. And Alphabet's free cash flow for the quarter was negative $5.9 billion. That is the first negative quarter since Google went public in August 2004. Capital spending hit $44.9 billion. Operating cash flow was $39.1 billion. Capex now eats about 37.5% of every dollar of revenue, the highest share in the company's public life. To fund it, Alphabet has taken on roughly $100 billion of debt this year and raised about $85 billion in a June share sale, its first in more than two decades. This is a company that spent years buying its own stock back. What happens next: Alphabet raised 2026 capital spending guidance to between $195 billion and $205 billion, the second raise in three months. The finance chief told analysts 2027 spending will rise significantly. The company also disclosed $811 billion in contracted future spending commitments as of June, up nearly $500 billion from March. Those commitments are signed contracts that get paid in cash. The profit is an estimate of what a private company might be worth on a given day. Estimates move in both directions. If Anthropic or SpaceX gets repriced downward, the same line that produced the biggest quarter in Google's history runs backwards, and this quarter produced no free cash flow to absorb it. Meta, Microsoft and Amazon are all carrying their own private AI stakes into their own earnings reports. Watch how much of their profit they actually collected in cash...

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SITUATION EXPLAINED: Why are OpenAI and Anthropic suddenly buying tiny data centers? • OpenAI and Anthropic are both looking at deployments of 20 to 30 megawatts • Anthropic has sounded out agreements in that range across the UK and the Nordics. OpenAI has been exploring the Nordics too • The reason is inference. It was 9% of global data center workloads in 2025 • By 2030 it's projected to take 37% of capacity against 13% for training, with the crossover in 2027 • Crusoe is investing in smaller data centers too, and raised $3.9 billion yesterday at a $30.9 billion post-money valuation Theo Jaffee: "It's much easier to build 20 megawatts and get that online than two gigawatts, 100 times larger."

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