Google to invest up to $40 billion in Anthropic

TL;DR:

• Google said Anthropic can receive up to $40 billion in new funding, and Anthropic confirmed the deal on Friday 24.
• Anthropic also signed an agreement with Google and Broadcom for next-generation TPU capacity, with Google set to provide 5 gigawatts of compute capacity in 2027.
• The deal follows Amazon's early-April commitment of $5 billion plus up to $20 billion more tied to milestones, linked to Anthropic's use of Amazon Trainium chips.

Google will invest up to $40 billion in Anthropic, and Anthropic confirmed the transaction on Friday 24. The funding expands the companies' existing partnership and comes as demand rises for Anthropic's enterprise and coding products built around its Claude models.

The financial agreement is tied to a technical supply commitment. Anthropic recently signed a joint agreement with Google and Broadcom for several gigawatts of next-generation TPU capacity, with TPU meaning tensor processing unit. Under Anthropic's existing commitment to use Google's TPUs and servers, Google will provide 5 gigawatts of compute capacity in 2027 to run Anthropic's models.

The structure is similar to Amazon's deal with Anthropic announced in early April. Amazon committed $5 billion, with up to $20 billion more subject to milestones, and Anthropic agreed to use Amazon Trainium chips for its AI models. Anthropic also recently closed a $30 billion funding round. The arrangement shows how infrastructure providers including Google, Amazon, Microsoft and Nvidia are tying investment to long-term demand for chips, servers and AI computing capacity.

Related Questions

How much is Google investing in Anthropic?

Up to $40 billion. Anthropic confirmed the transaction on Friday 24 as an expansion of its existing partnership with Google.

What compute capacity will Google provide to Anthropic?

Google will provide 5 gigawatts of compute capacity in 2027. The commitment is part of a broader agreement involving Google, Broadcom and next-generation TPUs.