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A sweeping new agreement between Anthropic and Google Cloud is throwing into sharp relief just how concentrated — and how enormous — the artificial intelligence boom has become.
Anthropic has committed to spending roughly US$200 billion on Google's cloud services over five years, according to a person familiar with the matter cited by The Information — a figure that would make the start-up one of the largest buyers of computing capacity in history.
The deal suggests Anthropic alone accounts for more than 40% of the revenue backlog recently disclosed by Google's parent, Alphabet — a measure of future income tied to long-term contracts.
Anthropic's appetite for capacity has expanded rapidly alongside the popularity of its Claude family of models. The company has struck a series of large-scale agreements across the industry, including a recent partnership with Broadcom and Google for multiple gigawatts of tensor processing unit capacity expected to come online starting in 2027. It has also signed a multiyear deal with CoreWeave and is set to secure additional capacity through Amazon Web Services.
The scale of the spending is staggering. Anthropic had previously projected it could spend more than US$20 billion on cloud computing this year alone, while OpenAI is expected to spend about US$45 billion, up sharply from the year before. Both companies are betting that demand for AI services will grow fast enough to justify those investments.
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https://www.digitimes.com/news/a20260506VL215/anthropic-google-google-cloud-revenue-capacity.html
Anthropic has committed to spending roughly US$200 billion on Google's cloud services over five years, according to a person familiar with the matter cited by The Information — a figure that would make the start-up one of the largest buyers of computing capacity in history.
The deal suggests Anthropic alone accounts for more than 40% of the revenue backlog recently disclosed by Google's parent, Alphabet — a measure of future income tied to long-term contracts.
The AI gold rush reshaping cloud demand
The agreement reflects a broader shift across the technology industry: a handful of fast-growing AI companies are now driving an outsized share of demand for cloud infrastructure, committing staggering sums to secure the computing power needed to train and run advanced models, according to Reuters.Anthropic's appetite for capacity has expanded rapidly alongside the popularity of its Claude family of models. The company has struck a series of large-scale agreements across the industry, including a recent partnership with Broadcom and Google for multiple gigawatts of tensor processing unit capacity expected to come online starting in 2027. It has also signed a multiyear deal with CoreWeave and is set to secure additional capacity through Amazon Web Services.
Two companies, half a trillion dollars
Taken together, contracts involving Anthropic and its chief rival, OpenAI, now account for roughly half of the nearly US$2 trillion in revenue backlogs reported by major cloud providers, including Amazon, Microsoft, and Google, according to The Information. Those backlogs — which reflect future contractual commitments rather than current revenue — have ballooned as cloud companies race to lock in long-term demand from AI developers.The scale of the spending is staggering. Anthropic had previously projected it could spend more than US$20 billion on cloud computing this year alone, while OpenAI is expected to spend about US$45 billion, up sharply from the year before. Both companies are betting that demand for AI services will grow fast enough to justify those investments.
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https://www.digitimes.com/news/a20260506VL215/anthropic-google-google-cloud-revenue-capacity.html