Anthropic to Expand Google Cloud Partnership With Massive TPU Investment Worth Tens of Billions
So far, Google has invested roughly $3 billion in Anthropic, comprising $2 billion in 2023 and an additional $1 billion earlier this year.
Anthropic has announced a major expansion of its partnership with Google Cloud, revealing plans to scale its use of Google’s Tensor Processing Units (TPUs) to as many as one million units.
So far, Google has invested roughly $3 billion in Anthropic, comprising $2 billion in 2023 and an additional $1 billion earlier this year.
The deal, valued at tens of billions of dollars, is expected to bring over a gigawatt of computing capacity online by 2026—one of the largest AI infrastructure expansions to date.
“Anthropic’s choice to significantly expand its usage of TPUs reflects the strong price-performance and efficiency its teams have seen with TPUs for several years,” said Thomas Kurian, CEO at Google Cloud. “We are continuing to innovate and drive further efficiencies and increased capacity of our TPUs, building on our already mature AI accelerator portfolio, including our seventh-generation TPU, Ironwood.”
Anthropic, now serving more than 300,000 business customers, has seen its large enterprise accounts grow nearly sevenfold over the past year. The expanded compute resources will support this demand while enhancing AI research, safety testing, and responsible large-scale deployment.
“Anthropic and Google have a longstanding partnership and this latest expansion will help us continue to grow the compute we need to define the frontier of AI,” said Krishna Rao, CFO of Anthropic. “Our customers—from Fortune 500 companies to AI-native startups—depend on Claude for their most important work.”
Anthropic emphasised its diversified compute strategy, spanning Google’s TPUs, Amazon’s Trainium, and NVIDIA GPUs. The company reaffirmed its ongoing collaboration with Amazon on Project Rainier, a large-scale AI training cluster spanning multiple U.S. data centers.
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