Google's $5B TPU Cloud Deal, OpenAI Goes On-Premise & Anthropic's Surge

On this episode of AI RADAR, we explore a massive **$5 billion joint venture** between **Google and Blackstone** to create a U.S.-based TPU cloud provider. We also break down **OpenAI’s strategic pivot** with **Dell** to deploy Codex in on-premise environments, challenging the cloud-only AI paradigm. Plus, **Nvidia** unveils the Vera Rubin NVL72 system, lowering agentic AI inference costs by 90%. Finally, we look at **Anthropic** overtaking OpenAI in business adoption and sneak peeks of **Gemini 4.0** at Google I/O 2026. Sources: • Google & Blackstone TPU: https://cloud.google.com/blog/products/ai-machine-learning/blackstone-tpu-cloud-joint-venture • OpenAI & Dell: https://openai.com/index/openai-and-dell-technologies-partner-to-bring-codex-to-hybrid-and-on-premises-enterprise-environments/ • Nvidia Vera Rubin: https://blogs.nvidia.com/blog/2026/05/18/dell-technologies-world-ai-factory/ • Anthropic Adoption: https://venturebeat.com/ai/anthropic-finally-beat-openai-in-business-ai-adoption-but-3-big-threats-could-erase-its-lead/ • Google I/O 2026: https://techcrunch.com/2026/05/18/google-io-2026-keynote-what-to-expect/