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Anthropic Agrees to $200 Billion Google Cloud Commitment Over Five Years
Anthropic has agreed to spend $200 billion with Google Cloud over five years, accounting for a significant portion of Google's revenue backlog. The deal involves tensor processing units and follows other computing capacity agreements. Alphabet shares rose 2% in extended trading after the report.
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Anthropic has committed to spend $200 billion with Google Cloud over five years as part of a recent agreement, Rappler reported, citing The Information and a person with knowledge of the matter. The $200 billion commitment by Anthropic suggests it accounts for more than 40% of the revenue backlog Google disclosed to investors last week, according to the report.
Google's revenue backlog reflects contractual commitments from cloud customers.
Contracts involving Anthropic and OpenAI account for more than half of the $2 trillion in backlogs at major cloud providers including Amazon Web Services, Microsoft Azure, and Google Cloud Platform. Alphabet shares were up about 2% in extended trading on May 5, 2026, following the report.
Anthropic signed a deal in April 2026 with Google and Broadcom for multiple gigawatts of tensor processing unit capacity expected to come online starting in 2027.
Alphabet is investing up to $40 billion in Anthropic. Anthropic is a rival to Alphabet in the global AI race. Anthropic struck a multi-year deal with CoreWeave last month. Anthropic is set to secure nearly 1 gigawatt of capacity via Amazon’s chips by the end of 2026.
Anthropic trains and runs Claude on AI hardware including Amazon Web Services’ Trainium, Google TPUs, and Nvidia GPUs, the company stated. Alphabet is on the cusp of overtaking Nvidia as the world’s most valuable company. Alphabet's stock rally is fueled by its artificial intelligence efforts and booming cloud business.
Reuters could not immediately verify the report on May 5, 2026. Anthropic declined to comment on the report. Google redirected queries about the report to Anthropic.
