Anthropic to spend $200 billion on Google's cloud and chips

Published: 2026-05-06 01:42:27 ET GOOGL

Published on 05/06/2026 at 01:42 am EDT

STORY: Anthropic has committed to spend $200 billion with Google Cloud over five years as part of a recent agreement.

That's according to a report Tuesday by The Information, citing a person with knowledge of the matter.

Anthropic signed a deal in April with Google and the tech firm's chip partner Broadcom for multiple gigawatts of processing capacity.

Google-parent Alphabet is also investing up to $40 billion in Anthropic.

According to the new report, the AI startup's commitment suggests that it accounts for more than 40% of the revenue backlog Google disclosed to investors last week.

Reuters could not immediately verify the report, with Anthropic declining to comment and Google redirecting queries to the AI firm.

Strong demand for its Claude family of AI models has driven Anthropic to acquire more computing capacity.

That includes a deal to secure nearly 1 gigawatt of capacity via Amazon's chips by year-end.