AI Debt: Google, Anthropic, and the Claude Bet

AI debt, Google, and Anthropic: the race for Claude is no longer just about models, but also chips, data centers, energy, and Wall Street.

In this episode, we analyze how Anthropic could commit around $200 billion to Google to secure computing capacity, why TPUs are key against Nvidia, and how artificial intelligence is becoming financial infrastructure financed through debt, leases, and guarantees.

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🤖 AI-generated content: the script, voices, and images for this episode were produced using artificial intelligence tools.

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