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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"

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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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VenCap CIO David Clark says top 1% venture exits are 10x-ing: "We always thought that the largest companies were going to continue to be an order of magnitude larger than we'd seen in prior cycles. And if anything, that's accelerating." "Between 2020 and 2024, top 1% exits started at $10 billion. We updated those numbers in February this year, and a top 1% exit for '25 and the first two months of '26 was then $20 billion." "We just updated them yesterday. And if you look at just the exits that have closed, it's now at $32 billion." "And then if you think about OpenAI and Anthropic coming in, potentially we could be north of $100 billion by September... so we've 10x'd over the space of 24 months what a top 1% exit looks like." David Clark with David George

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JUST NOW: President Trump reposts U.S. Ambassador to India post. U.S. Ambassador to India confirms that foreign investment is flooding back into the United States at record-breaking levels, as Indian corporate giants are poised to invest a staggering $20.5 billion. 🇺🇸👊 U.S. Ambassador: Under President Trump's leadership investment is flowing back into the United States at record levels! Indian companies plan to invest over $20.5 billion in various sectors including tech, manufacturing, and pharmaceuticals. This includes the 12 Indian companies who announced $1.1 billion in investments just today! These partnerships are creating REAL American jobs and building STRONGER supply chains. Proof that when the world's largest democracies do business together, everyone wins.

JUST NOW: President Trump reposts U.S. Ambassador to India post. U.S. Ambassador to India confirms that foreign investment is flooding back into the United States at record-breaking levels, as Indian corporate giants are poised to invest a staggering $20.5 billion. 🇺🇸👊 U.S. Ambassador: Under President Trump's leadership investment is flowing back into the United States at record levels! Indian companies plan to invest over $20.5 billion in various sectors including tech, manufacturing, and pharmaceuticals. This includes the 12 Indian companies who announced $1.1 billion in investments just today! These partnerships are creating REAL American jobs and building STRONGER supply chains. Proof that when the world's largest democracies do business together, everyone wins.

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