Overview
- Anthropic announced a deal worth tens of billions of dollars that will provide access to as many as one million Google TPUs and bring well over 1 gigawatt of AI capacity online in 2026.
- Industry estimates cited in coverage suggest a 1‑gigawatt AI data center can cost around $50 billion, with roughly $35 billion typically going to chips.
- Anthropic said it will maintain a multi‑cloud strategy using Google TPUs alongside AWS Trainium and Nvidia GPUs, and it reaffirmed Amazon as its primary training partner through Project Rainier.
- The company reports serving more than 300,000 business customers and nearly 7x growth in large accounts over the past year, with its revenue run rate reported as approaching $7 billion.
- Google Cloud CEO Thomas Kurian touted TPUs’ price‑performance, and markets reacted to the announcement with Alphabet shares rising as Amazon eased.