Reports say Anthropic has made large commitments involving Google’s cloud infrastructure and its chip partners. The Economic Times and Channel NewsAsia cite The Information as saying Anthropic plans to spend about US$200 billion on Google’s cloud and chips. Other reporting focuses on a separate but related agreement: Free Malaysia Today says Anthropic signed a deal with Google and chip partner Broadcom for multiple gigawatts of TPU capacity, with supply expected to begin from 2027. The reports frame the move as part of broader demand from major AI developers for large-scale compute capacity from hyperscalers and their hardware ecosystems. Rappler adds context by noting that contracts involving Anthropic and OpenAI make up more than half of the roughly US$2 trillion backlog at major cloud providers such as Amazon Web Services, Microsoft Azure and Google Cloud Platform. While the amounts and timeline details are presented differently across outlets, they broadly agree on Anthropic’s intent to secure substantial compute resources from Google and its hardware partners.
Anthropic plans major Google cloud and chip spending commitments, reports say
Reports say Anthropic has made large commitments involving Google’s cloud infrastructure and its chip partners. The Economic Times and Channel NewsAsia cite The Information as saying Anthropic plans t...
- Anthropic is reported to be making large commitments tied to Google’s cloud infrastructure.
- Some reporting says the commitment is linked to Google TPU capacity with Broadcom as a chip partner.
- Supply of the TPU capacity is expected to start from 2027, according to at least one outlet.
- One report attributes to The Information a figure of about US$200 billion for Google cloud and chips.
- Broader context reported by one outlet links Anthropic and OpenAI contracts to a large share of major cloud providers’ backlogs.
Contracts involving Anthropic and OpenAI now account for more than half of the $2 trillion in backlogs at major cloud providers such as Amazon Web Services, Microsoft Azure and Google Cloud Platform
3 months agoAnthropic in April signed a deal with Google and its chip partner Broadcom for multiple gigawatts of TPU capacity, expected from 2027.
3 months ago
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