Anthropic Commits $200 Billion Investment in Google Cloud and Chips

According to disclosure from technology media outlet The Information, Anthropic has committed to investing approximately **2000 billion US dollars** in Google Cloud services and self-developed Tensor Processing Unit (TPU) chips over the next five years, with the agreement set to officially contribute to Google Cloud's revenue starting from 2027. Following the news, Alphabet's stock price rose by more than 2% in after-hours trading.

The 2000 billion US dollar procurement agreement, recently revealed, represents the latest escalation in a three-year deep collaboration between Google and Anthropic, pushing their relationship into a "two-way capital lock" structure. Google is a major shareholder of Anthropic, while Anthropic is set to become the most significant procurement customer of Google Cloud to date.

In terms of investment, Alphabet announced on April 24th that it would make an initial cash injection of **100 billion US dollars** into Anthropic at a valuation of **3800 billion US dollars**, with the possibility to add up to **300 billion US dollars** more after Anthropic achieves agreed performance milestones, culminating in a maximum of **400 billion US dollars**. Google Cloud also promises to provide Anthropic with computational infrastructure equivalent to **5 gigawatts (GW)** over the next five years, starting from 2027, with the potential to add several more gigawatts in the future.

Anthropic, in turn, commits to investing about 2000 billion US dollars in Google Cloud and its self-developed TPU chips, covering the massive computational power required for training its Claude series of large language models.

This "investment-for-procurement" two-way binding model is quickly becoming a new paradigm for cooperation between top AI companies and cloud giants. For Google, the 2000 billion US dollar procurement commitment is not only a significant revenue endorsement for Google Cloud's business but also a crucial weight in the competition with NVIDIA in the data center chip market.