Episode Details

Google and Blackstone are partnering to create a $5 billion AI cloud and chip infrastructure company, signaling a new phase of AI infrastructure expansion and putting pressure on smaller AI companies. The joint venture will focus on AI cloud infrastructure and a chip push, with Blackstone committing $5 billion in equity. This partnership is expected to dominate the next layer of AI compute, reshaping the competitive landscape for other players.

Continue the story on unscarcity.ai:

• AI Compute Clusters 2026: The $800B GPU Arms Race
• Iron Law of Oligarchy Explained: Michels to AI (2026)

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