Group 1 - Alphabet Inc. is expected to double in value over the next three years, driven by its strategic partnerships and investments in AI technology [1] - Google has entered into a significant agreement with AI startup Anthropic PBC, involving the supply of up to 1 million specialized tensor processing units (TPUs) [1][2] - The deal is valued at tens of billions of dollars and is set for TPU deployment in 2026, which will enhance Anthropic's computing capacity significantly [2] Group 2 - The partnership allows Anthropic to access advanced chip infrastructure, reducing its reliance on Nvidia's GPUs, which are currently scarce and expensive [2] - Google has previously invested approximately $3 billion in Anthropic, including $2 billion in 2023 and an additional $1 billion earlier this year [2] - Alphabet Inc. operates through various segments including Google Services, Google Cloud, and Other Bets across multiple regions globally [3]
Google Seals Multi-Billion Dollar Deal to Supply Anthropic with 1M TPUs in Major AI Hardware Commitment