AI Infrastructure

Anthropic just made a move that should worry OpenAI’s infrastructure team and make Google’s cloud division pay closer attention. The AI safety company announced a $1.8 billion multi-year deal with Akamai to secure dedicated cloud compute capacity, a partnership that signals something important: Anthropic isn’t just building better AI models anymore—it’s building the supply chain to scale them without begging at the feet of the hyperscalers. This is the kind of deal that doesn’t grab headlines the way a new Claude release does, but it’s arguably more consequential. In the current AI arms race, compute access is the bottleneck that actually matters. You can have the best research team and the smartest training approach, but if you can’t secure enough GPUs and TPUs to run your models at the scale your customers demand, you’re dead in the water. Anthropic just solved for that problem in a way that gives it genuine independence. ...

JPMorgan Chase just did something that matters more than the usual “we’re investing in AI” press release. The bank formally reclassified artificial intelligence from experimental R&D into core infrastructure, complete with dedicated 2026 budget allocation. This isn’t a marketing move. This is a $400+ billion institution saying: AI is no longer optional, no longer a skunkworks project, no longer something we’re “exploring.” It’s now as fundamental to how we operate as the systems that actually move money. ...