TPU

Anthropic made two infrastructure announcements in April that belong in the same frame. On April 6, 2026, it said it had signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity expected to come online starting in 2027. Then on April 20, 2026, it announced an expanded agreement with Amazon securing up to 5 gigawatts of new capacity for training and deploying Claude, including additional Trainium2 capacity in the first half of 2026 and nearly 1 gigawatt of Trainium2 and Trainium3 capacity coming online by the end of this year. ...

Google Cloud Next ‘26 ran in Las Vegas on April 22-23, 2026. After reading the full source material from the conference announcements, the picture that emerges is not a product update cycle. It is a strategic repositioning. Google Cloud CEO Thomas Kurian’s framing was explicit: “The experimental phase is behind us. How do you move AI into your entire enterprise? The answer is a unified stack.” Three interlocking bets define the announcement set. First, the Gemini Enterprise Agent Platform consolidates Google’s fragmented AI tooling into a single surface for building, running, and governing autonomous agents. Second, the eighth-generation TPUs split into two purpose-built variants — one for training, one for inference — reflecting a fundamental shift in how Google thinks about AI infrastructure economics. Third, Workspace Intelligence attempts to turn Google’s productivity suite into a shared knowledge layer that agents can reason across, not just a collection of isolated apps. ...