The records behind this event
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Company
Anthropic
The safety-focused lab behind Claude, powered by Trainium, TPUs and GPUs at once.
Founded by former OpenAI researchers led by Dario and Daniela Amodei, Anthropic builds the Claude model family with an explicit safety research agenda (constitutional AI, interpretability) and became the enterprise-coding favorite: its Claude Code tool a category of its own. Amazon (~$8B) and Google are its major backers; uniquely, it trains and serves…
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Company
Google (Alphabet)
The only company vertically integrated from TPU silicon to frontier models.
Alphabet owns the whole stack: TPUs designed in-house, the Jupiter network and global data centers, Google Cloud, DeepMind's Gemini models, and distribution through Search, Android and Workspace. 2025 capital spending guidance of $91–93B and the millionth-TPU-scale Anthropic deal made it the clearest alternative pole to the NVIDIA ecosystem.
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Chip
Google TPU v7 (Ironwood)
Google's inference-age flagship: 4.6 PFLOPS FP8 and 9,216-chip superpods.
Ironwood, announced April 2025 and generally available late 2025, is Google's first TPU pitched for the 'age of inference': 4,614 TFLOPS of FP8 per chip, 192 GB of HBM3E at 7.4 TB/s, and pods scaling to 9,216 liquid-cooled chips. Anthropic's October 2025 agreement to access up to one million TPUs, reported at up to a gigawatt of capacity in 2026, made it…
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