Anthropic Commits to Spending $200 Billion on Google’s Cloud and Chips

<p>When <a href="https://www.theinformation.com/org-charts/google">Google</a> last month said it would supply <a href="https://www.theinformation.com/org-charts/anthropic">Anthropic</a> with an astonishing five gigawatts of server capacity, the companies didn’t put a dollar figure on that commitment.</p> <p>But as part of the deal, which begins next year, Anthropic plans to spend about $200 billion with Google over five years, according to a person with knowledge of it. The commitment means Anthropic represents more than 40% of the “revenue backlog” Google disclosed to investors last week, reflecting contractual commitments from its cloud customers.</p> <p>While that sounds like a high percentage, revenue backlogs reported by Google’s cloud rivals are even more tied to Anthropic and its archrival <a href="https://www.theinformation.com/org-charts/openai">OpenAI</a>.</p>