Anthropic commits to spending $200 billion on Google’s cloud and chips: Reports | Technology News

2 min readMay 6, 2026 09:26 AM Anthropic has committed to spend $200 billion with Google Cloud over five years as part of a recent agreement, The Information reported on Tuesday, citing a person with knowledge of the matter.
The commitment suggests the AI startup accounts for more than 40% of the revenue backlog Google disclosed to investors last week, according to the report. ⁠The ​backlog reflects contractual commitments from cloud customers.
Google parent Alphabet shares were up about 2% in extended trading on Tuesday following the report.
Anthropic signed a deal in April with Google and the tech firm’s chip ​partner ​Broadcom for multiple gigawatts of tensor processing ⁠unit capacity, which it expects to come online starting in 2027.
Alphabet is also investing up to $40 billion ‌in Anthropic, deepening its partnership with the artificial intelligence startup, which is also its rival in the global AI race.
Contracts involving Anthropic and OpenAI now account for more than half of the $2 trillion in backlogs at major cloud providers such as Amazon Web Services, Microsoft Azure and Google Cloud Platform, ⁠the U.S. digital ⁠news outlet reported.
Reuters could not immediately verify the report. Anthropic declined to comment, while Google redirected ⁠queries to ‌the AI firm.Story continues below this ad
Strong demand for its Claude family ​of AI models has driven Anthropic ‌to sign a series of major agreement to acquire more computing capacity.
Last month, Anthropic struck a multi-year deal with ‌cloud infrastructure firm ​CoreWeave and is ​also set ​to secure nearly 1 gigawatt of capacity via Amazon’s chips year-end.
Anthropic has said it trains ​and runs Claude on a range of ⁠AI hardware, including Amazon Web Services’ Trainium, Google TPUs and Nvidia GPUs.
Meanwhile, Alphabet is on the cusp of overtaking Nvidia as ‌the world’s ⁠most valuable company, driven a record stock rally fueled its artificial intelligence efforts and booming cloud ​business.