The Information's TITV Anthropic’s $30B Revenue Surge, Amazon’s Supplies Crackdown, Tokenmaxxing Takeover
Apr 7, 2026
Mustafa Neemuchwala, NEA partner and AI/enterprise investor, discusses Anthropic’s $30B run rate and compute partnerships. Ann Gehan, e-commerce reporter, explains Amazon’s pressure on suppliers amid tariffs and oil costs. Stephanie Palazzolo, AI reporter, covers Anthropic’s OpenClaw pricing change and developer backlash. Rapid growth, compute crunches, supplier margins and token-driven productivity trends come up in lively turns.
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Google's Internal Compute Politics
- Google faces internal allocation tension: selling TPUs to Anthropic can slow Gemini's progress.
- Mustafa explained GCP's commercial incentives conflict with DeepMind/Gemini's research priorities, making compute allocation political.
MediaTek Struggles To Be A Viable TPU Alternate
- Google sought MediaTek to diversify TPU supply, but MediaTek reportedly lags on wafer timing and quality.
- Mustafa said MediaTek's issues may push Google back toward Broadcom and explain criticism of Google's TSMC bookings.
Anthropic's Multi Chip Workload Strategy
- Anthropic emphasizes heterogeneous compute (TPU, Tranium, NVIDIA) and hand‑optimizing kernels to run across platforms.
- Mustafa noted Anthropic is now a top customer of Tranium, Google TPU, and a major NVIDIA user, building internal competence.