This joint venture between Google and Blackstone is a brilliant, highly defensive move for Google, and an aggressive land grab for Blackstone. Looking past the massive headline numbers, this deal changes the playing field for AI infrastructure in three critical ways: 1. The Weaponization of the TPU (Challenging Nvidia) Up until now, if an AI developer wanted to use Google’s highly efficient Tensor Processing Units (TPUs) to train a large model, they had to build their stack inside Google Cloud Platform (GCP). By unlocking TPUs for a third-party "neocloud" venture, Google is essentially treating its custom silicon as a standalone commercial product. This provides a massive pressure valve for the industry's severe Nvidia GPU shortage. TPUs are famously cost-efficient for AI inference and tra

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