Anthropic commits to spending US$200 billion on Google’s cloud and chips: report

Anthropic has committed to spend $200 billion with Google Cloud over five years, and Alphabet is investing up to $40 billion in the AI startup. The deal suggests Anthropic accounts for over 40% of Google's revenue backlog.
Anthropic has committed to spend $200 billion with Google Cloud over five years. The agreement was reportedly made in April, with Anthropic also signing a deal with Google and Broadcom for multiple gigawatts of tensor processing unit capacity. Alphabet is investing up to $40 billion in Anthropic, deepening its partnership with the AI startup. Contracts involving Anthropic and OpenAI now account for over half of the $2 trillion in backlogs at major cloud providers. Anthropic has driven demand for its Claude family of AI models, leading to a series of major agreements to acquire more computing capacity. Anthropic trains and runs Claude on various AI hardware, including Amazon Web Services' Trainium, Google TPUs, and Nvidia GPUs.
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