---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43008539.md"
description: "Google $44.3 billion guarantee: Service for Anthropic, deployment of TPU, third-party data center operator Fluidstack takes over the leaseNVIDIA $250 billion guarantee (in negotiation): Service for OpenAI, SoftBank S&B Energy develops Ohio data center, deployment of NVIDIA GPU(Deepseek and Kimi do not need guarantees; Dongda directly subsidizes... The AI competition has devolved into a one-on-one match between Dongda and cloud providers. Where is the AI bubble? This pullback is just a halftime break; let's wait and see for the second half!)"
datetime: "2026-07-28T18:16:27.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43008539.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43008539.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43008539.md)
author: "[AngerBird](https://longbridge.com/en/profiles/13017810.md)"
---

# Google $44.3 billion guarantee: Service for Anthro…


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## Comments (16)

- **一买就被套 · 2026-07-30T03:14:24.000Z**: Why can't I buy it? Even with a VPN, it doesn't work.
  - **全村炒股希望** (2026-07-30T03:17:13.000Z): To open the global version, I couldn't do it before either. Later, I got a HK SIM card, and then it worked.
- **一买就被套 · 2026-07-29T02:48:58.000Z · 👍 1**: Orders keep getting blocked, what should I do if my buy orders are intercepted?
  - **全村炒股希望** (2026-07-29T02:50:05.000Z): 🪜 Sure, enable global or configure api.lbkrs.com, api-gl.lbkrs.com into the rules.
- **作手叶真 · 2026-07-29T00:55:11.000Z**: I've been accumulating chips all day yesterday 😃
- **Morii · 2026-07-29T00:48:04.000Z**: They're using our taxpayers' money, speechless
  - **作手叶真** (2026-07-29T00:55:40.000Z): The key question is whether future distributions can feed back into the business; this is quite an interesting issue 🤔
- **相信概率 · 2026-07-28T23:41:38.000Z**: It should be in the bottom range. The Nasdaq is being supported by its 'Magnificent Seven' at low levels, so it won't fall much and won't see a correction like those seen in Korea, China's ChiNext, or STAR Market.
  - **AngerBird** (2026-07-29T00:20:59.000Z): That's not necessarily the case. Friends who work at big tech companies can look into it; the demand for tokens is very high...
  - **跟顾神反着买** (2026-07-29T00:37:56.000Z): It can't fall much more 😅 Look, hardware is almost being slaughtered.
  - **相信概率** (2026-07-29T00:43:57.000Z): If you gamble on a specific sector, this is definitely the outcome. Look, the Nasdaq index only dropped by 8%. The endgame for gambling on a specific sector or individual stock is always losing everyt
- **all in ai · 2026-07-28T19:56:37.000Z · 👍 1**: Is it almost there, Uncle PSY?
  - **AngerBird** (2026-07-29T00:18:42.000Z): The Warriors are now daring to take on bloodied chips; for insurance, play the right side.