Google, Anthropic agree to cloud deal worth tens of billions of dollars

Partnership & Compute Capacity - Anthropic is significantly expanding its partnership with Google Cloud, securing access to up to 1 million of Google's custom chips [1] - The deal is valued at tens of billions of dollars [1] - This expansion will add over 1 gigawatt (GW) of compute capacity by 2026 [1] - Anthropic's CFO states the expansion ensures Claude can meet surging demand from over 300,000 enterprise customers [2] - Anthropic remains committed to a multi-cloud strategy, leveraging technology from Amazon, Google, and Nvidia [2] Competitive Context - OpenAI has signed commitments for 33 gigawatts (GW) of future capacity for its Stargate project [3] - Anthropic's 1 gigawatt (GW) agreement is already locked in and expected to be online by 2026 [3]