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Anthropic Just Chose Its Rival's Silicon. The Inference War Has a Winner.
Anthropic expanded its TPU deal with Google and Broadcom to multiple gigawatts. Why the company behind Claude chose its competitor's custom chips — and what the lock-in trade-off means for the AI supply chain.
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One Company Makes 90% of AI Chips. TSMC Just Showed Why That's a Problem.
TSMC's Q1 2026 earnings reveal AI's deepest risk: 90% of advanced chips, one island, zero short-term alternatives.