TLDR
- Google and Anthropic are in early talks for a cloud computing deal worth tens of billions of dollars
- The deal would give Anthropic access to Google’s tensor processing units for machine learning workloads
- Anthropic raised $13 billion last month at a $183 billion valuation
- Anthropic projects to more than double its revenue next year, targeting $9 billion annual run rate by end of 2025
- Google stock rose about 1-2% following news of the potential partnership
Google is in early discussions with AI startup Anthropic about a cloud computing deal valued in the high tens of billions of dollars. The proposal would expand an existing partnership between the two companies.
The potential agreement would give Anthropic access to Google’s tensor processing units. These are specialized chips designed to accelerate machine learning tasks.
Growing Enterprise Demand
Anthropic creates the Claude chatbot, which competes directly with OpenAI’s ChatGPT. The company has both Google and Amazon as major investors.
Last month, Anthropic announced a $13 billion funding round. The investment gave the company a valuation of $183 billion.
Anthropic stated the funds would help expand capacity to meet enterprise demand. The money will also support safety research and international expansion.
The company is experiencing rapid growth in its business operations. Anthropic is on track to reach a $9 billion annual revenue run rate by the end of 2025.
Revenue Projections
According to Reuters, Anthropic expects to more than double its revenue next year. The company could potentially triple its annualized revenue run rate.
This growth comes from rapid adoption of its enterprise products. Business customers are increasingly using Claude for various applications.
The talks between Google and Anthropic remain in early stages. Details of any potential deal could still change.
Google declined to comment on the reported negotiations. Anthropic did not respond to requests for comment.
Alphabet’s stock rose about 1-2% following the news. The company’s shares have gained roughly one third of their value in 2025.
Google already has an existing relationship with Anthropic. The tech giant is one of the AI startup’s major investors.
The proposed deal highlights the infrastructure needed to support AI development. Cloud computing resources and specialized chips are essential for training large language models.
Anthropic plans to use additional resources for building reliable AI systems. The company focuses on creating interpretable and steerable AI technology.
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