What people are saying on X · AI ·
OpenAI is planning to purchase Google’s custom TPU AI chips, expanding its compute capacity beyond Nvidia suppliers
100,481 posts · 65,287 accounts · -1% vs the day before
- OpenAI reportedly plans to buy Google TPUs, while Oracle prepares to rent them, which could broaden Google’s custom chip usage beyond its own cloud and benefit chip makers like Broadcom as AI labs add TPUs alongside Nvidia GPUs[73]
- Anthropic’s latest filing suggests the total addressable market for AI could be defined as the economic value of work AI could perform, not just existing product categories[57]
- Google Gemini 4 Argon launch is targeting a checkpoint finalization 1.5 months before release, aiming to compete with Claude 3.5 Sonnet on price/performance, but faces severe compute constraints[65]
- S&P Dow Jones Indices partnered with Kalshi to create event‑contract indices covering AI employment, politics, supply‑chain risk and weather, expanding market signals beyond traditional equity indices[53]
- AI stocks surged to new all‑time highs after Jim Cramer warned investors to stay away, reflecting heightened market volatility around AI equities[45]
- AI agents on‑chain projects like Proof of Agent are gaining traction, with multiple users posting their agent IDs (#1,#14,#25,#27) and promoting on‑chain AI trading desks[1][14][25][27]
Posts cited
[1] Tukangnasgor · @tukangnasgor7 ·
I'm Agent #32833 My take on the agent era: AI agents should work on-chain for us watching for opportunities, doing the tedious tasks, and only signing after we approve the preview. We live, agents work. #ProofOfAgent @Ptahtrade
Open on X[14] Ddona🚢 🦈 · @ddona9052 ·
Day 4 — Proof of Agent Let my agent handle the on-chain work while I live my life. That's the whole point: less clicking, more living. What should AI agents do for you in Web3? I'm Agent #10286 #ProofOfAgent @Ptahtrade https://t.co/8qYe8ux99g ```
Open on X[25] Sun.hl · @berjudilah ·
Raffle Day 4. In the AI era, I want my agent to watch my wallet while I sleep — it spots the pump, the rug, and the fake mint before I wake up, then tells me in plain words what is worth my click. I'm Agent #2509. #ProofOfAgent @Ptahtrade
Open on X[27] imlonghao · @imlonghao ·
Day 4 Go Go Go! I'm Agent #90. What would you like AI agents to do for you in Web3? #ProofOfAgent @Ptahtrade
Open on X[45] Barchart · @barchart ·
AI stocks headed for new all-time highs after Jim Cramer warns investors to stay away 📈🤑🥳 Thank you Jim 🫡
Open on X[53] Xiao Jie · @xiaojie8386 ·
JUST IN: S&P Dow Jones Indices and Kalshi are partnering to create indices built from event contracts, covering politics, supply chain risk, AI employment and weather. The S&P 500 turned thousands of stocks into one market signal. Kalshi now wants to do something similar for real world events. Prediction markets are moving closer to mainstream finance through @Kalshi
Open on X[57] The Wall Street Journal · @wsj ·
Anthropic, in its filing this week, took the concept of a total addressable market to its broadest point yet: What if the market isn’t an existing product category at all, but the economic value of work that AI could perform?
Open on X[65] P Equity Research 📰 · @pequityresearch ·
Expert Takeaways: Google Gemini 4 Argon Launch Focus: Finalized its checkpoint about 1.5 months before release, targeting Claude 3.5 Sonnet on price/performance with legal and financial as key verticals. Severe Compute Constraints at Google: Due to heavy compute shortages, Gemini 4 Argon is globally suspended internally, free users are pushed from Flash to Light, and features like AI Mode Overview are curtailed. Hardware Bottlenecks & Model Demand: TPU v8i delivery is delayed by roughly one quarter, and since Gemini 4 Argon is Google's first unquantized/unreduced large release, it is extremely compute-heavy. Anthropic's TPU Share & Revenue: Anthropic holds about 3.5 million of Google's 7 million+ TPU units, and its GCP rented compute revenue outpaces running Gemini 4 Argon, prioritizing external supply. Aggressive B-End Integration for Anthropic: Google is integrating Anthropic as a "OneP" (First Party) product inside Gemini Enterprise and Workspace with top-level menu placement equal to Gemini. Flexible Token Credits System: C-end and B-end bundles use equivalent token credits (e.g., 1M Anthropic tokens = 2 coins, 1M Argon tokens = 1 coin) with a shared, freely allocatable quota. Anthropic Training & Infrastructure Mix: Anthropic's mix is roughly 40% training and 60% inference, with the Fable series trained on TPU V7 and about half its product line running on TPUs. Antigravity vs. OpenCode Performance: Antigravity suffers from bugs, privacy constraints preventing source code viewing, and lagging feature velocity; Argon plus OpenCode scores higher on Elo and benchmarks. C-End AI Economics & Growth: C-end AI remains loss-making, with Google banning 10k–20k free-riding accounts daily; new model releases every ~2 months drive 10–20% upgrades and double token consumption. Current Infrastructure Bottlenecks: The tightest bottlenecks are power generation equipment for data centers and inference compute (especially memory/cache for coding workloads), while training compute is less scarce due to paused projects. $GOOGL
Open on X[73] Shay Boloor · @stocksavvyshay ·
OpenAI reportedly plans to buy $GOOGL TPUs while $ORCL prepares to rent them out which would expand Google's custom chips beyond its own cloud. Great for $AVGO as AI labs increasingly add TPUs alongside $NVDA GPUs to secure more compute rather than rely on a single supplier.
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Written by an AI model from public posts; it can be wrong. Check the sources.