Alphabet(US:GOOG) Zheng Quan Shi Bao Wang·2025-10-24 12:01Core Insights - Anthropic, recognized as a strong competitor to OpenAI, has announced a significant purchase of 1 million specialized AI chips from Google, with the transaction amount reaching several billion dollars [1][2]. Group 1: Company Overview - Anthropic was founded in 2021 and is headquartered in California, established by the Amodei siblings, who have prior experience at OpenAI [3]. - The company launched the Claude large model in March 2023, which has shown leading performance in programming and mathematics, with annualized revenue exceeding $5 billion by August 2025 [3]. - Anthropic has completed nine funding rounds since 2021, raising approximately $30 billion, with major shareholders including Amazon and Google [4]. Group 2: Recent Developments - The purchase of Google's TPU chips is aimed at significantly increasing Anthropic's computing power, with plans for deployment by 2026, providing over 1 gigawatt of computing capacity [2]. - Anthropic's customer base has expanded to over 300,000 businesses, with a nearly sevenfold increase in large clients (those paying over $100,000) over the past year [2]. - The partnership with Google reflects Anthropic's confidence in Google's specialized AI technology, as it seeks to reduce reliance on scarce and expensive GPUs [2][4]. Group 3: Financial Backing and Market Position - Amazon has invested approximately $8 billion in Anthropic, making it the largest shareholder, while Google's investment amounts to $3 billion [4]. - Analysts suggest that Anthropic has contributed 1 to 2 percentage points to AWS's growth in the last two quarters, with expectations of exceeding 5 percentage points by the second half of 2025 [4]. - Despite close ties with major investors, Anthropic maintains control over model weights, pricing, and customer data, which may be crucial as competition in the AI sector intensifies [4].