Anthropic Commits to Spending $200 Billion on Google’s Cloud and Chips

When Google last month said it would supply Anthropic with an astonishing five gigawatts of server capacity, the companies didn’t put a dollar figure on that commitment. But as part of the deal, which begins next year, Anthropic plans to spend about $200B with Google over five years, according to a person with knowledge of it. The commitment means Anthropic represents than 40% of the “revenue backlog” Google disclosed to investors last week, reflecting contractual commitments from its cloud customers.