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THE LANDLORD’S LITTLE CONDITION

AI cartoon by Zimbo: Satirical cartoon: a smug Google banker signs a LEASE GUARANTEE for $19 BILLION over 20 years while clipping a red TPU ONLY leash onto a small Claude robot holding a gold key outside the KENTUCKY DATA CENTER, on plain white paper.
Google co-signed Anthropic’s $19 billion Kentucky datacenter lease — and clipped a TPU-only leash onto Claude.Zimbo for AI News Page

The story behind the cartoon

TeraWulf disclosed on November 4 that Google has agreed to backstop Anthropic’s rent on a 20-year, 401-megawatt lease at the Justified Data Campus in Hawesville, Kentucky — about $19 billion in contracted lease commitments.

If Anthropic defaults or becomes insolvent, Google will pay the rent and can assume the lease or pay a termination fee. The backstop ends once Anthropic holds investment-grade ratings for three months.

The guarantee has a price buried in the credit agreement: the tenant “shall use only Google-approved tensor processing units for accelerator processors in the Premises” — and the data halls are not due online until late 2027 through mid-2028.

The joke is the two-handed deal: the Google banker signs the $19 billion lease guarantee with one hand and clips a red TPU ONLY leash onto Claude’s collar with the other, while Claude holds the keys.

READ THE FULL REPORT — TeraWulf ↗

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