partnerScore 45/100Watch
Anthropic buying compute from Google while competing on AI models; relationship includes safety collaboration
Dario Amodei· Anthropic· AI· 2026-06-17· about Google (GOOGL)
“I've known Demis Hassabis who builds the Gemini models. They're a competitor to Claude models. I've known him for 15 years. We've worked together on like, you know, a number of issues. We buy compute from Google, we swap safety ideas all the time.”
Why it matters
Frontier AI labs are maintaining research partnerships on safety while competing fiercely on models, indicating a 'race to the top' dynamic that could influence regulatory outcomes.
Investment implication
Google's strategic positioning as both compute supplier and AI competitor to Anthropic strengthens its moat and diversifies revenue. Safety collaboration may influence AI regulation favorable to established players.