Upstarts like Anthropic are making the tech giants scramble.
On a Saturday night in mid-September, a senior Google engineer shared some rough news with more than 50 colleagues. Part of the company’s cloud services offering was failing Anthropic, a darling A.I. startup and key strategic customer, and they’d have to work overtime to fix it.
To repair the faulty part of its service—an underperforming and unstable NVIDIA H100 cluster—Google Cloud leadership initiated a seven-day-per-week sprint for the next month. The downside of not making it work, the senior engineer said, was “too large, for Anthropic , for Google Cloud, and for Google,” according to documents I reviewed.
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