Core Viewpoint - Anthropic and Google have officially announced a cloud services partnership, involving a multi-billion dollar deal that will provide up to one million custom TPU chips, expected to deliver over one gigawatt of AI computing power by 2026 [1][3][4] Group 1: Partnership Details - The deal is valued at several billion dollars and is expected to significantly enhance Anthropic's computing capabilities for its Claude AI models [3][4] - Google has previously invested approximately $3 billion in Anthropic and has been providing cloud services [4][11] - Following the announcement, Alphabet's stock rose nearly 1% in after-hours trading, while Amazon's stock dipped by 0.36% [4][5] Group 2: Multi-Cloud Strategy - Anthropic employs a multi-cloud architecture as a core part of its infrastructure strategy, utilizing Google’s TPUs, Amazon’s Trainium chips, and NVIDIA’s GPUs for different workloads [6][8] - This strategy allows Anthropic to optimize workload distribution based on price, performance, and power consumption [8] - The multi-cloud approach proved its resilience during an AWS outage, as Anthropic's Claude was unaffected due to its diversified architecture [9][10] Group 3: Competitive Landscape - Amazon remains Anthropic's most significant partner, having invested $8 billion compared to Google's $3 billion [13][14] - AWS is considered Anthropic's primary cloud service provider, with a structural influence beyond just financial investment [14] - Anthropic maintains a neutral stance, asserting complete control over model weights, pricing, and customer data, without exclusive agreements with any cloud provider [15][16]