Anthropic and Google discuss cloud deal worth tens of billions: Report
Bloomberg reported that Anthropic and Google have been in talks on a cloud agreement worth tens of billions of dollars.
Anthropic is discussing a cloud computing agreement with Google that could be worth tens of billions of dollars, according to a source-based Bloomberg report that was also cited by multiple outlets.
The potential arrangement, which has not been finalised, would see Alphabet’s Google provide substantial additional computing capacity to the Claude maker.
Reports claimed the discussions are in early stages and terms could change. Alphabet’s shares rose in after‑hours trading following publication of the Bloomberg story, while Anthropic has not publicly responded.
Rising need for compute
Anthropic is scaling rapidly as enterprise demand for its Claude models has grown. In mid‑October, Reuters reported the company is targeting a $9 billion annual revenue run rate by the end of 2025 and has projected a further step‑up in 2026, creating the need for significantly more infrastructure.
In this regard, Anthropic has maintained relationships with more than one cloud provider. Following Amazon’s investment commitments, the company has named AWS its “primary cloud and training partner” and has used AWS Trainium and Inferentia chips, while Google has also invested and already provided cloud services to Anthropic.
The talks with Anthropic have come as Google Cloud has secured headline AI workloads this year: Meta signed a six‑year deal valued at over $10 billion, and OpenAI said it will use Google Cloud for ChatGPT and its API in several countries alongside other providers.