Core Insights - Anthropic has entered a "milestone" agreement with Google Cloud, projected to generate annual revenues of $9 billion to $13 billion by 2027 for Google Cloud [2][6] - The deal signifies a major victory for Google in the AI cloud market, intensifying competition with Amazon Web Services (AWS) [3][6] Group 1: Google Cloud's Strategic Advantage - The partnership with Anthropic is expected to accelerate revenue growth for Google Cloud, potentially adding 100 to 900 basis points to revenue growth in 2026 [6] - The total value of the agreement is estimated to be between $50 billion and $80 billion over a six-year period, with Anthropic gaining access to up to 1 million Google TPU chips for its next-generation Claude model [3][6] Group 2: Competitive Pressure on Amazon - AWS has historically been Anthropic's primary infrastructure partner, but the new agreement with Google Cloud challenges AWS's exclusive position [8] - AWS currently holds about two-thirds of the market share, but its inability to secure this incremental order raises questions about its technological competitiveness and pricing strategy [8][9] Group 3: Technical Differentiation - The computational workload provided by Google Cloud will primarily focus on "inference" rather than "training," as Anthropic has designated AWS as its main training partner [10] - Google is leveraging its custom AI chips, specifically the upcoming TPU v7, to establish a competitive edge in the AI workflow, differentiating itself from the Nvidia GPU-dominated market [10]

本文作者：龙玥 来源：硬AI AI领域的算力争夺战愈演愈烈，谷歌在这场关键战役中取得了一次重大胜利。其云业务部门赢得了一份来自AI独角兽Anthropic的大单，这不仅将 为谷歌云带来可观的收入增长，也对其主要竞争对手亚马逊构成了直接压力。 长期以来，AWS一直是Anthropic最重要的基础设施后盾。然而，此次谷歌云的介入，打破了AWS的独家优势。 分析师将此次谷歌提供的约1吉瓦算力，与此前AWS为Anthropic在印第安纳州建设的"Project Rainier"数据中心约2吉瓦的容量进行对比。 这一对比表明，虽然AWS目前仍占据约三分之二的份额优势，但其未能锁定这笔关键的增量订单，引发了外界对其技术竞争力、产能或定价策略 的疑问。 根据摩根士丹利的最新报告，Anthropic已正式宣布扩大与谷歌云的合作。这份被定义为"里程碑式"的协议显示，Anthropic将获得多达100万个谷歌 TPU芯片的使用权，以支持其下一代Claude模型的训练和服务。 大摩分析指出，这笔交易的总价值高达"数百亿美元"。报告进一步测算，基于类似合作如谷歌与Meta的合同期限，该协议可能为期6年，总价值在 500亿至800亿美 ...