Nathaniel Whittemore

Remember when the information reported that OpenAI was thinking of using Google's TPUs?

A few days later, NVIDIA's X account posts a screenshot of Reuters article denying that OpenAI was going to be using Google.

All of this seemed calculated from Sam to get Jensen to the table to make that $100 billion investment in them and further intertwine OpenAI's success to NVIDIA's success.

After the deal was made, Sam went on to get deals with Broadcom and AMD, really making sure he could diversify as much as possible while bringing more companies and their progress into OpenAI's trajectory.

The punchline being, Altman is ruthlessly trying to make sure that if AI ends up being the transformational technology we all think it can become, he is going to be at the center of it.

Essentially, he's trying to make OpenAI too big to fail by making sure that every other important AI company fails if OpenAI does.

absolutely crazy time to witness this happening in front of us.

And staying on the theme of these massive deals, Anthropic is in talks to sign a multi-billion dollar cloud deal with Google.

Bloomberg sources said the deal was still in its early stages, but would be valued in the high tens of billions of dollars.

Now, while some are tempted to think that maybe this represents some sort of wobble in the relationship between Anthropic and AWS, to me, it's pretty clear that the name of the game when it comes to AI compute is polyamory.

And no one is being mad at anyone else for doing deals with everyone and everywhere they can get compute.

Still, the market seems to think that it's bad news for Amazon with their stock falling 2% after the news broke and Alphabet's stock up a point and a half.

Wild times out there in AI land, but we got a big product announcement from OpenAI as well that we have to get into.

So with that, let's close the headlines and move on to the main episode.

Small, nimble teams beat bloated consulting every time.

Robots & Pencils partners with organizations on intelligent, cloud-native systems powered by AI.

They cover human needs, design AI solutions, and cut through complexity to deliver meaningful impact without the layers of bureaucracy.

As an AWS-certified partner, Robots & Pencils combines the reach of a large firm with the focus of a trusted partner.

With teams across the U.S., Canada, Europe, and Latin America, clients gain local expertise and global scale.

As AI evolves, they ensure you keep peace with change.