Google's new deal with Anthropic increases potential for more TPU clients: HSBC

Core Insights - Google's recent agreement to supply Anthropic with up to 1 million of its Ironwood TPUs for AI applications indicates a strategic move to enhance its position in the AI market and suggests potential for future partnerships in this sector [6] Group 1 - The deal involves the provision of 1 million TPUs, which are specialized hardware designed to accelerate machine learning tasks [6] - HSBC notes that this agreement could pave the way for more collaborations between Google and other AI companies, highlighting the growing demand for advanced AI infrastructure [6] - The partnership reflects a broader trend in the tech industry where major players are increasingly investing in AI capabilities to maintain competitive advantages [6]