Anthropic Commits to $200B Google Cloud and Chip Spend Starting 2027
The Largest Cloud Commitment in AI History
Anthropic has agreed to spend $200 billion on Google Cloud services and Broadcom-built Tensor Processing Units (TPUs) over five years, beginning in 2027. The Information reported the deal on May 5, noting it represents more than 40% of Google's recently disclosed cloud revenue backlog.
Alphabet Doubles Down: Up to $40B More
Separately, Google's parent Alphabet plans to invest up to $40 billion in Anthropic, deepening an already substantial partnership. Alphabet shares climbed about 2% in after-hours trading following the report. Analysts estimate that contracts with Anthropic and OpenAI together account for roughly $2 trillion across Amazon, Google, Microsoft, and Oracle's combined cloud backlogs.
Why Google TPUs
In April, Anthropic signed a separate agreement with Google and Broadcom to secure multiple gigawatts of TPU capacity starting in 2027 — locking in long-term compute for training future Claude models. The move is notable given Anthropic's existing $8 billion investment relationship with Amazon Web Services; it signals a deliberate choice to concentrate core training infrastructure at Google.
Explosive Revenue Growth as Context
Anthropic's annualized revenue run rate reached $30 billion at end of Q1 2026, up from $9 billion at end-2025. Enterprise customers now represent 80% of that revenue, with more than 1,000 businesses spending over $1 million per year on Claude. The cloud commitment locks in the infrastructure needed to sustain that trajectory through the rest of the decade.
Source: Engadget · US News / The Information
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Alphabet just rewired the AI capital race: $10 billion goes to Anthropic now at a $350 billion valuation, with another $30 billion tied to performance targets. Coming days after Amazon’s own pledge, the deal shows that frontier labs are no longer raising money in rounds so much as pre-buying compute at planetary scale.
This is not just another AI funding round. TechCrunch reports Google will put in $10 billion now at a $350 billion valuation, with as much as $30 billion more tied to Anthropic targets and 5 gigawatts of fresh compute over five years.
Anthropic said on April 7, 2026 that it has signed a deal with Google and Broadcom for multiple gigawatts of next-generation TPU capacity coming online from 2027. The company also said run-rate revenue has surpassed 30 billion dollars and more than 1,000 business customers are now spending over 1 million dollars annually.
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