Anthropic has reached a $10 billion cooperation agreement with Google Cloud, set to receive one million TPU chips by 2026

Artificial intelligence company Anthropic has officially confirmed a multi-billion dollar cloud collaboration agreement with Google Cloud.

On Thursday, Anthropic and Google officially announced a cloud services collaboration agreement, which is a deal worth tens of billions of dollars that will provide up to one million custom Google TPU chips, expected to deliver over one gigawatt of AI computing power by 2026.

According to media reports, industry estimates show that the cost of a one-gigawatt data center is approximately $50 billion, with about $35 billion allocated for chip procurement.

On October 21, Wallstreetcn mentioned that this potential deal will provide Claude with large-scale computing power support while strengthening the partnership between the two parties. Google has previously invested about $3 billion in Anthropic and provided cloud services.

Anthropic's main investors also include Amazon, which similarly provides computing resources to the company. After the announcement, Google's parent company Alphabet saw a quick rise of nearly 1% in the short term, while Amazon dipped 0.36%.

(Alphabet, Google's parent company, quickly rose nearly 1% in after-hours trading)

Multi-Cloud Architecture Mitigates Risks

Anthropic adopts a multi-cloud architecture as the core of its infrastructure strategy.

The company's Claude series language models run on Google's TPU, Amazon's custom Trainium chips, and NVIDIA's GPUs, with each platform assigned to specialized workloads such as training, inference, and research.

Google stated that TPU provides Anthropic with "strong cost-effectiveness and efficiency." Anthropic's Chief Financial Officer Krishna Rao said in a statement:

Anthropic has a long-standing partnership with Google, and this latest expansion will help us continue to gain the computing power needed to define the forefront of AI.

Google Cloud CEO Thomas Kurian stated:

Anthropic's decision to significantly expand its TPU usage reflects the strong cost-effectiveness and efficiency that its team has gained from TPU over the years.

According to media reports citing a person familiar with the company's infrastructure strategy, the utilization efficiency of each dollar of computing power in this multi-cloud architecture model is higher than that of companies locked into a single vendor architecture.

Anthropic can optimize workload distribution among different vendors based on price, performance, and power consumption constraints.

Crucially, Anthropic's multi-cloud strategy proved its resilience during the AWS outage on Monday; due to the distributed architecture, Claude was unaffected.

Wallstreetcn previously mentioned that Amazon recently experienced a cloud service interruption, with its AWS division suffering a 15-hour outage that affected over 1,000 customers

The Competitive and Cooperative Relationship Between Amazon and Google

Google's role as a key investor and technology partner is continuously strengthening.

In January of this year, Google agreed to invest an additional $1 billion in Anthropic, which is on top of its previous $2 billion investment and 10% equity stake.

Despite this significant agreement with Google, Amazon remains Anthropic's most in-depth partner.

The retail and cloud giant has invested $8 billion in Anthropic to date, more than double Google's confirmed $3 billion equity investment.

AWS is considered Anthropic's primary cloud service provider, and its influence is structural, not just financial.

Amazon's custom supercomputer for Claude, "Project Rainier," runs on its self-developed Trainium 2 chips.

By using Amazon's self-developed chips, Anthropic can avoid the high premiums of other chips, achieving higher computational efficiency per dollar. Wall Street has already seen the results this collaboration brings to Amazon's cloud services.

Analyst Alex Haissl from Rothschild & Co Redburn estimates that in the fourth quarter of last year and the first quarter of this year, Anthropic contributed 1 to 2 percentage points to AWS's growth, and it is expected that by the second half of 2025, its contribution will exceed 5 percentage points.

However, Anthropic does not favor either party. The company emphasizes that it has complete control over model weights, pricing, and customer data, and it does not have exclusive agreements with any cloud service provider.

As competition intensifies among cloud giants, this neutral stance may become a key strategic advantage.