Source: Anthropic plans to spend about $200B on Google's cloud and chips over five years, representing 40%+ of the “revenue backlog” Google disclosed last week
When Google last month said it would supply Anthropic with an astonishing five gigawatts of server capacity …
The Information
Related Coverage
- Microsoft vs. Alphabet: Which AI Giant Is the Better Buy Right Now? The Motley Fool · Will Healy
- Anthropic reportedly agrees to pay Google $200 billion for chips and cloud access Engadget · Anna Washenko
- Alphabet Stock Gains On Report Of Massive Anthropic Cloud, Chip Deal Benzinga · Erica Kollmann
- Alphabet gains on report that Anthropic's committed to spending $200 billion on cloud services over the next 5 years Sherwood News · Luke Kawa
Discussion
-
@jessicalessin
Jessica Lessin
on x
Good lord. Half-ish of the cloud backlog at Microsoft, Oracle, Google and Amazon is OpenAI and Anthropic???? [image]
-
@shanumathew93
Shanu Mathew
on x
News tonight with Anthropic and Google's deal announced is that it's 40% of Google's backlog and now The Information is saying those two frontier labs account for 50% of the backlog at all the major CSPs. Surely someone has done the math to compare estimates? Comparing apples
-
@amir
Amir Efrati
on x
new: Anthropic and OpenAI spending commitments make up half of the $2 trillion revenue backlogs reported by Microsoft, Amazon, Google and Oracle. [image]
-
@amitisinvesting
Amit
on x
ANTHROPIC COMMITS TO SPENDING $200B ON GOOGLE CLOUD AND CHIPS OVER THE NEXT 5 YEAR — THE INFORMATION Google $GOOGL is now the most valuable company on Planet Earth, overtaking $NVDA Nvidia. [image]
-
@edzitron.com
Ed Zitron
on bluesky
Well well well, if it isn't what I've been literally saying — www.theinformation.com/articles/ ant... [embedded post]
-
@yuchenj_uw
Yuchen Jin
on x
Google DeepMind researchers who are training the Gemini coding model just fell to their knees. [image]
-
@cnbcfastmoney
@cnbcfastmoney
on x
$GOOGL overtaking $NVDA is the most valuable company in the world after hours on reports that Anthropic will commit to spending $200B on cloud and chips @TimSeymour, @grassosteve , Julie Biel, and Empower Investments Chief Investment Strategist Marta Norton break down what it
-
@edzitron
Ed Zitron
on x
The fact that this is seen as a bullish sign for Google is a sign our markets are controlled by people without object permanence. Anthropic *cannot afford to pay these bills* - Google just gave them $10 billion! - which means it's ultimately VC or Google feeding itself money
-
@stockmarketnerd
@stockmarketnerd
on x
Anthropic telling everyone how they're going to fund yet another massive cloud deal with $GOOGL [image]
-
@howardlindzon
Howard Lindzon
on x
$goog about to be the most valuable company in world and that makes sense to me little else does long.