Anthropic has committed to spend about US$200b on Google Cloud services over five years, according to new disclosures in the past week. This commitment represents over 40% of Alphabet's existing Google Cloud revenue backlog. Google Cloud reported 63% revenue growth and Alphabet plans to sell its custom AI chips, TPUs, directly to customers. These moves position Alphabet (NasdaqGS:GOOGL) as a full stack provider for generative AI, from infrastructure to model delivery. For you as an...