Renting Compute From Three Clouds Is the Default Now

The companies with the most control over chip supply on the planet still rent across three cloud providers. That is the fact that should reset how a platform team thinks about AI infrastructure. If a frontier lab with custom silicon deals and over a million of its own accelerators cannot single-source compute, the 200-person team running model-serving in production has no business betting on one provider either. Read the numbers from the lab itself. Anthropic states plainly that it runs Claude...