Google Compute

part of Google

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 5, 2026 by Rory O'Driscoll · across every show →

Everything said about Google Compute, oldest first

Aug 5, 2026 neutral
Assertion Not checkable as stated
O'Driscoll: OpenAI and Anthropic drive 70% of Google and AWS compute backlogs
“In other words, because they're 70% of the Google Compute backlog, the 70% of the Amazon backlog.”
Rory O'Driscoll Aug 5, 2026 ▶ 46:44 Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
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