# Google Cloud Goes Full Stack, Amazon's $100B Anthropic Bet, Intel's Foundry Moment & More

Page: https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/google-cloud-goes-full-stack-amazon-s-100b-anthropic-bet-intel-s-foundry-moment-more
Text version: https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/google-cloud-goes-full-stack-amazon-s-100b-anthropic-bet-intel-s-foundry-moment-more.md
Podcast: [The Six Five with Patrick Moorhead and Daniel Newman](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246)
Published: 2026-04-25T13:00:00+00:00
Episode link: https://sixfive.libsyn.com/google-cloud-goes-full-stack-amazons-100b-anthropic-bet-intels-foundry-moment-more
Audio file: https://traffic.libsyn.com/secure/sixfive/SFP_EP_302_V1.mp3?dest-id=1414016
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JSON: https://stenobird.com/v1/public/podcasts/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/episodes/google-cloud-goes-full-stack-amazon-s-100b-anthropic-bet-intel-s-foundry-moment-more
Duration seconds: 3380

## Resource

Patrick Moorhead and Daniel Newman break down a massive week in enterprise tech, from Google Cloud Next's full-stack AI push and Amazon's $100 billion Anthropic commitment, to Apple's leadership transition and Intel's long-awaited foundry validation courtesy of Elon Musk. The handpicked topics for this week are: Google Cloud Next 2026: Full-Stack AI and New TPUs — Google Cloud Next has cemented itself as the second-biggest AI event on the calendar, with Thomas Kurian declaring the proof-of-concept era over and enterprises now in full production mode with agents. Google unveiled two next-generation TPUs (the 8i for training and the 8t for high-throughput inference) and reinforced its full-stack differentiation from infrastructure through Gemini Enterprise Workspace. (The Decode) Google's Agentic Security and MCP Push — Google made a significant move into agentic security, combining Wiz and Mandiant into what Pat calls a sleeper announcement of the show. Google also committed to placing MCP servers across all of its data surfaces, meaning even non-Google platforms can tap into Google data without full lock-in. (The Decode) Google Distributed Cloud and On-Prem Agentic Orchestration — Google took the biggest first step Patrick has seen toward a true agentic orchestrator that spans on-prem enterprise and public cloud through progress on Google Distributed Cloud. No other company has yet attempted cross-environment agent coordination at this level. (The Decode) Amazon's $100 Billion Anthropic Commitment — Amazon formalized a commitment of up to $100 billion into Anthropic, including five gigawatts of Trainium capacity, making it the largest non-NVIDIA silicon commitment in history. Anthropic's valuation crossed $1 trillion just weeks after a $350 billion raise, a pace that h…

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