Anthropic Commits $200 Billion to Google Cloud Over 5 Years

Anthropic, the AI startup behind the Claude models, has committed to spending $200 billion on Google Cloud services over the next five years, accounting for more than 40 percent of the cloud provider's reported revenue backlog.

The multiyear agreement builds on a partnership announced in late April, under which Alphabet, Google's parent company, is investing $10 billion directly in Anthropic with potential for an additional $30 billion tied to performance milestones. The deal addresses surging demand for Anthropic's Claude AI models, which has strained computing capacity and prompted the company to secure infrastructure from multiple providers.

Anthropic trains and deploys Claude using a combination of hardware, including Amazon Web Services Trainium chips, Google Tensor Processing Units and Nvidia graphics processing units. In April, it signed a multiyear contract with infrastructure provider CoreWeave for data center capacity and Nvidia hardware. The company also reached agreements with Amazon for nearly one gigawatt of AI chip capacity by the end of this year and with Google and chip designer Broadcom for multiple gigawatts of TPU capacity starting in 2027.