Anthropic, the artificial intelligence startup behind the Claude large language models, is in talks with Google about a cloud computing deal potentially worth tens of billions of dollars. This proposed agreement would give Anthropic significant additional computing power, including access to Google's specialized Tensor Processing Units, or TPUs^[1][2][3][4]. The discussions are in their early stages, and the specific details of the deal could still change^[1][4]. Both companies have declined to comment on the reported talks^[5][4][6]. ### Deepening AI Computing Ties This potential deal represents a major expansion of the existing relationship between Google and Anthropic. Google has already invested approximately $3 billion in Anthropic, committing $2 billion in 2023 and an additional $1 billion in March 2025^[7][4][8][9]. Google also holds roughly a 14% stake in the AI startup, though it does not have board representation or formal decision-making power^[5][10]. Anthropic previously selected Google Cloud as a preferred cloud provider in February 2023, planning to use Google's infrastructure to train and deploy its AI systems^[11][12]. Anthropic needs massive computing resources to scale its advanced AI models and compete in the fast-paced artificial intelligence industry^[5][13][4]. The company plans to use the additional cloud computing services to power its AI models, enabling faster deployment and global scalability^[13]. Access to Google's TPUs, which are custom-designed chips for accelerating machine learning workloads, is critical for training sophisticated language models like Claude^{[1][2][5][4][8]}. Dario Amodei, Anthropic CEO, expressed excitement about the original partnership in 2023, noting Google Cloud's open and flexible infrastructure and expertise in large-scale machine learning systems^[11][12]. ### Anthropic's Rapid Rise in AI Founded in 2021 by former OpenAI employees, Anthropic quickly became known for its Claude family of large language models, which directly compete with OpenAI's GPT models^[1][7][4][6]. The company has experienced rapid growth and significant financial backing, reflecting the intense interest in advanced AI. In September 2025, Anthropic closed a Series F funding round, raising $13 billion and achieving a post-money valuation of $183 billion^{[7][14][15][16][17][4][8]}. This valuation nearly tripled its worth from just six months prior^[16][17]. Anthropic's revenue run-rate reached over $5 billion by August 2025, showing a fivefold jump since January of the same year^[14][16][17]. The company projects its annualized revenue run rate could more than double or even nearly triple next year, driven by strong enterprise adoption of its AI products^[1][5]. Anthropic is on track to meet an internal goal of $9 billion in annual revenue run rate by the end of 2025^[1]. The company serves over 300,000 business customers, with the number of large accounts spending over $100,000 growing nearly seven times in the past year^[2][14]. Anthropic's Claude models are available on Google Cloud's Vertex AI, offering managed and serverless APIs for developers^[18][19]. ### Fierce Competition in the AI Cloud The reported talks underscore the fierce competition among major technology companies to secure leading positions in the generative AI market. Cloud computing providers are forming strategic alliances with AI startups to bolster their infrastructure and offer cutting-edge AI capabilities to their customers^[5][13][20]. Google Cloud aims to strengthen its cloud computing division against rivals like Microsoft Azure and Amazon Web Services^[5]. Microsoft has a significant partnership with OpenAI, while Amazon has also heavily invested in Anthropic. Amazon committed up to $8 billion in Anthropic, becoming a minority stakeholder and designating Amazon Web Services (AWS) as Anthropic's primary cloud provider^[7][4][8]. This multi-billion dollar race for AI talent, resources, and partnerships reflects AI's transformation from an experimental technology to a core business infrastructure^[15][4]. Google Cloud has also been actively expanding its AI partner ecosystem, deploying AI tools to simplify operations and accelerate innovation for partners^[21][22][23]. ### Impact on AI Development A deal of this magnitude would provide Anthropic with crucial infrastructure to advance its AI research and deployment of safe models for the public^[7][13]. Access to advanced computing resources allows Anthropic to continue developing its Claude models, including recent versions like Claude 4, Claude Opus 4, and Claude Sonnet 4.5, which offer improved coding capabilities and agentic features^[7][18][19]. The integration of Claude with Google Workspace, announced in April 2025, already allows users to connect AI capabilities to Gmail, Google Calendar, and Google Docs, acting as an effective virtual assistant^[10]. This collaboration enables Anthropic to expand its capacity to meet enterprise demand and support international expansion^[1][14]. For Google, reinforcing its alliance with Anthropic helps maintain a competitive edge in AI model development and bolsters its cloud offerings for the growing AI market^[5]. James Manyika, Google's Senior Vice President of Technology and Society, stated in 2023 that Google is committed to developing AI "boldly and responsibly," aligning with their partnership philosophy^[11]. The ongoing negotiations highlight the critical need for significant capital and computing power to drive innovation in the rapidly evolving artificial intelligence landscape. Anthropic, the artificial intelligence startup behind the Claude large language models, is in talks with Google about a cloud computing deal potentially worth tens of billions of dollars. This proposed agreement would give Anthropic significant additional computing power, including access to Google's specialized Tensor Processing Units, or TPUs^[1][2][3][4]. The discussions are in their early stages, and the specific details of the deal could still change^[1][4]. Both companies have declined to comment on the reported talks^[5][4][6]. ### Deepening AI Computing Ties This potential deal represents a major expansion of the existing relationship between Google and Anthropic. Google has already invested approximately $3 billion in Anthropic, committing $2 billion in 2023 and an additional $1 billion in March 2025^[7][4][8][9]. Google also holds roughly a 14% stake in the AI startup, though it does not have board representation or formal decision-making power^[5][10]. Anthropic previously selected Google Cloud as a preferred cloud provider in February 2023, planning to use Google's infrastructure to train and deploy its AI systems^[11][12]. Anthropic needs massive computing resources to scale its advanced AI models and compete in the fast-paced artificial intelligence industry^[5][13][4]. The company plans to use the additional cloud computing services to power its AI models, enabling faster deployment and global scalability^[13]. Access to Google's TPUs, which are custom-designed chips for accelerating machine learning workloads, is critical for training sophisticated language models like Claude^{[1][2][5][4][8]}. Dario Amodei, Anthropic CEO, expressed excitement about the original partnership in 2023, noting Google Cloud's open and flexible infrastructure and expertise in large-scale machine learning systems^[11][12]. ### Anthropic's Rapid Rise in AI Founded in 2021 by former OpenAI employees, Anthropic quickly became known for its Claude family of large language models, which directly compete with OpenAI's GPT models^[1][7][4][6]. The company has experienced rapid growth and significant financial backing, reflecting the intense interest in advanced AI. In September 2025, Anthropic closed a Series F funding round, raising $13 billion and achieving a post-money valuation of $183 billion^{[7][14][15][16][17][4][8]}. This valuation nearly tripled its worth from just six months prior^[16][17]. Anthropic's revenue run-rate reached over $5 billion by August 2025, showing a fivefold jump since January of the same year^[14][16][17]. The company projects its annualized revenue run rate could more than double or even nearly triple next year, driven by strong enterprise adoption of its AI products^[1][5]. Anthropic is on track to meet an internal goal of $9 billion in annual revenue run rate by the end of 2025^[1]. The company serves over 300,000 business customers, with the number of large accounts spending over $100,000 growing nearly seven times in the past year^[2][14]. Anthropic's Claude models are available on Google Cloud's Vertex AI, offering managed and serverless APIs for developers^[18][19]. ### Fierce Competition in the AI Cloud The reported talks underscore the fierce competition among major technology companies to secure leading positions in the generative AI market. Cloud computing providers are forming strategic alliances with AI startups to bolster their infrastructure and offer cutting-edge AI capabilities to their customers^[5][13][20]. Google Cloud aims to strengthen its cloud computing division against rivals like Microsoft Azure and Amazon Web Services^[5]. Microsoft has a significant partnership with OpenAI, while Amazon has also heavily invested in Anthropic. Amazon committed up to $8 billion in Anthropic, becoming a minority stakeholder and designating Amazon Web Services (AWS) as Anthropic's primary cloud provider^[7][4][8]. This multi-billion dollar race for AI talent, resources, and partnerships reflects AI's transformation from an experimental technology to a core business infrastructure^[15][4]. Google Cloud has also been actively expanding its AI partner ecosystem, deploying AI tools to simplify operations and accelerate innovation for partners^[21][22][23]. ### Impact on AI Development A deal of this magnitude would provide Anthropic with crucial infrastructure to advance its AI research and deployment of safe models for the public^[7][13]. Access to advanced computing resources allows Anthropic to continue developing its Claude models, including recent versions like Claude 4, Claude Opus 4, and Claude Sonnet 4.5, which offer improved coding capabilities and agentic features^[7][18][19]. The integration of Claude with Google Workspace, announced in April 2025, already allows users to connect AI capabilities to Gmail, Google Calendar, and Google Docs, acting as an effective virtual assistant^[10]. This collaboration enables Anthropic to expand its capacity to meet enterprise demand and support international expansion^[1][14]. For Google, reinforcing its alliance with Anthropic helps maintain a competitive edge in AI model development and bolsters its cloud offerings for the growing AI market^[5]. James Manyika, Google's Senior Vice President of Technology and Society, stated in 2023 that Google is committed to developing AI "boldly and responsibly," aligning with their partnership philosophy^[11]. The ongoing negotiations highlight the critical need for significant capital and computing power to drive innovation in the rapidly evolving artificial intelligence landscape.