Claude developer secures power and compute to handle long-term operations
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Anthropic has made a substantial commitment to Google Cloud, pledging to spend $200 billion (€170 billion) over the next five years. According to a report by The Information, that agreement represents more than 40% of the revenue backlog that Google recently disclosed to investors.
This significant investment reflects Anthropic’s growing need for computing power to support its Claude family of AI models, for which there is strong demand. In April, Anthropic secured several gigawatts of TPU (Tensor processing unit) capacity from Google and its chip partner Broadcom, which is expected to become available from 2027.
In addition, Alphabet, Google’s parent company, is investing up to $40 billion (€34 billion) in Anthropic, further strengthening the partnership amid the global AI race. The combined contractual obligations of Anthropic and OpenAI now amount to more than half of the $2 trillion (€1.7 trillion) in backlog reported by major cloud providers such as Amazon Web Services, Microsoft Azure and Google Cloud Platform.
Alongside the deal with Google, Anthropic has also entered into a multi-year agreement with cloud infrastructure company CoreWeave and is on track to secure nearly 1 gigawatt of capacity via Amazon’s chips by the end of the year. The start-up stresses its use of a variety of AI hardware to train and run Claude, including Amazon Web Services’ Trainium, Google TPUs and Nvidia GPUs.
Alphabet’s share price has risen sharply in recent times, driven by its success in AI and cloud computing. This impressive performance puts Alphabet in a position to potentially overtake Nvidia as the world’s most valuable company.
Business AM