Anthropic reportedly agrees to pay Google $200 billion for chips and cloud access By Anna Washenko May 5, 2026 5:40 pm EST We learned earlier this month that Google and Anthropic had inked a deal that would grant the creator of the Claude AI models access to cloud servers and chips. …
… And for our existing customers that we sell Trainium to, how many will be Trainium plus running on our cloud infrastructure versus just the chips themselves? …
… Anthropic pointed out that it also uses AWS’s Trainium AI chips, plus Nvidia kit, so it can “match workloads to the chips best suited for them.” ® anthropic on prem google cloud broadcom tensor processing unit systems
… Yesterday, The Information reported that Anthropic had committed to spend $200 billion on Google’s AI cloud services and TPU chips. Anthropic has also used Amazon’s cloud computing services and AI chips since 2023. …
… Our Accelerator Model forecasts Amazon and Google Cloud’s chip purchases broken down by precise SKU, and our Datacenter model to understand which datacenter and cloud partners support Anthropic’s ramp. …
… Google’s Project Suncatcher is built around solar-powered satellites equipped with AI chips, linked together to create a kind of orbital AI cloud. …
… Claude remains the only frontier AI model available to customers on all three of the world's largest cloud platforms: Amazon Web Services Bedrock , Google Cloud Vertex AI , and Microsoft Azure Foundry . …
… For instance, ByteDance has been renting chips from Oracle to circumvent export prohibitions of Nvidia’s most advanced chips. According to The Information, ByteDance has become one of Oracle’s largest cloud customers. …
… Claude remains the only frontier AI model available to customers on all three of the world's largest cloud platforms: AWS Bedrock , Google Cloud Vertex AI , and Microsoft Azure Foundry . …
… The GenAI frenzy is at a fever pitch, and the big four hyperscalers and cloud builders alone – Amazon Web Services, Google Cloud, Meta Platforms, and Microsoft Azure – have collectively projected for capital expenses to be somewhere between $695 billion and $725 billion in 2026. …