Comment by scarmig

Quota allocations are a massive decision that go all the way up to Sundar: what GDM organizationally wants (training) vs what GCP wants (Anthropic to throw it money hand over fist) are not aligned and a balance has to be made. For various reasons, GCP carved out a significant share; an eleven figure check over a quarter or two carries a real weight. This doesn't mean that GDM was starved for compute or that it wasn't making significant progress, but it absolutely could have had a more impressive H1 if given more resources.