Comment by lanthissa

Googles giving them something thats a lot more scares to them then dollars, large volumes of chips quickly.

If you gave anthropic 10b cash they couldn't get chips in the 0-6mo timeframe at scale. Anthropic is suffering reputational damage due to choices they have to make around capacity constraints.

Google, AWS, and Azure are the only people who can help them so they hold the cards, thus the good terms.