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Anthropic to Spend $200 Billion on Google Cloud and Chips
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Anthropic has agreed to spend $200 billion with Google Cloud over five years, accounting for more than 40% of Google's reported revenue backlog. The deal strengthens their partnership as demand for Anthropic's Claude AI models grows.
Anthropic has committed to spend $200 billion with Google Cloud over five years as part of a new agreement, reports The Information. The deal begins next year and represents more than 40 percent of the revenue backlog Google recently disclosed to investors.
The agreement includes access to Google's tensor processing units and about five gigawatts of server capacity. The spending commitment makes Anthropic one of Google's largest cloud customers. Google also uses its in-house AI chips to support Anthropic's computing needs, which may improve its profit margins compared to renting third-party hardware.
Contracts related to Anthropic and OpenAI now make up roughly half of the two trillion dollars in revenue backlogs across major U.S. cloud providers, including Amazon, Microsoft, Google, and Oracle. Google parent Alphabet is investing up to $40 billion in Anthropic, further expanding the companies' collaboration in AI infrastructure.
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