Google and Anthropic in Talks for Multibillion-Dollar Cloud Computing Deal

Anthropic, Google in Talks on Cloud Deal Worth Tens of Billions

Anthropic PBC is in discussions with Alphabet Inc.'s Google about a deal that would provide the artificial intelligence company with additional computing power valued in the high tens of billions of dollars, according to people familiar with the matter. The plan, which has not been finalized, involves Google providing cloud computing services to Anthropic, according to the people, who asked not to be named because the information is private. Google is a previous investor in, and cloud provider for, Anthropic.

Google in talks with Anthropic for a cloud deal worth tens of billions

The deal would provide Anthropic with large-scale cloud computing resources for its AI operations. Google is reportedly in discussions with artificial intelligence company Anthropic for a cloud computing deal. The potential agreement, valued in the high tens of billions of dollars, would provide Anthropic with significant cloud resources for its operations. The proposed arrangement aligns with Anthropic's financial targets. A Reuters report from mid-October indicated that the AI firm aims to achieve a $9 billion annual revenue run rate by the end of 2025. Access to extensive cloud infrastructure is considered a key factor in supporting such ambitious growth trajectories within the artificial intelligence field. Inside the AWS outage: How one failure rippled across the global economy A partnership would supply Anthropic with the substantial cloud computing power required to advance its AI development and overall expansion initiatives. For Google, the deal would expand its functional role and presence within the competitive AI sector by securing a major client for its cloud services. The disclosure of these talks has had a measurable market impact. News surrounding the potential agreement between the two companies was followed by an increase in the price of Google's stock, indicating a positive investor response to the prospective partnership.

Alphabet's Google, Anthropic Mulling Multibillion-Dollar Cloud Deal, Report Says

OpenAI rival Anthropic recently raised $13 billion, giving it a valuation of $183 billion. Google could soon be closing in on a cloud computing deal with AI startup Anthropic worth tens of billions of dollars. The proposal under consideration would allow OpenAI rival and Claude chatbot maker Anthropic access to Google's tensor processing units, which are chips designed to speed up machine learning workloads, Bloomberg reported. Anthropic and Alphabet did not respond to Investopedia's requests for comment in time for publication. The talks are in the early stages and details could change, the report noted. Last month, Anthropic announced it had raised $13 billion in funding from a large group of investors, giving it a valuation of $183 billion. It said the money will expand its capacity to "meet growing enterprise demand, deepen our safety research, and support international expansion as we continue building reliable, interpretable, and steerable AI systems." Shares of Google parent Alphabet (GOOGL) were up about 1% in recent trading. They've added roughly a third of their value in 2025 so far.

Anthropic, Google in talks on cloud deal worth tens of billions: Report

The deal, which has not been finalized yet, includes Alphabet's Google providing cloud computing services to Anthropic, according to the report. Alphabet's stock gained 2.3% in trading after the bell. AI startup Anthropic is in talks with Google to secure additional computing power valued in the high tens of billions of dollars, Bloomberg News reported on Tuesday, citing people familiar with the matter. The deal, which has not been finalized yet, includes Alphabet's Google providing cloud computing services to Anthropic, according to the report. Alphabet's stock gained 2.3% in trading after the bell. Google declined to comment, while Anthropic did not immediately respond to a request for comment. Anthropic, which counts Google and Amazon.com as its major investors, is the creator of the Claude chatbot and competes with OpenAI's ChatGPT for AI dominance. Anthropic is projecting to more than double and potentially nearly triple its annualized revenue run rate next year, fueled by the rapid adoption of its enterprise products, Reuters had exclusively reported last week. The company is on track to meet an internal goal of $9 billion in annual revenue run rate - a calculation of annual revenue extrapolated from the current sales pace - by the end of 2025.

Anthropic and Google Negotiating Multibillion-Dollar Computing Partnership | PYMNTS.com

By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions. Google has invested about $3 billion in Anthropic to date and remains one of its key cloud providers. A larger deal could extend Google's reach in the generative AI infrastructure market, where computing capacity and chip availability now determine who can train and deploy the most advanced models. The potential partnership comes as cloud giants and AI developers increasingly lock in long-term supply agreements to manage demand for high-performance hardware. Anthropic's rapid ascent reflects the growing economics of AI scale. The company recently raised $13 billion, bringing its valuation to $183 billion, as reported by PYMNTS. Founded in 2021 by former OpenAI researchers, Anthropic's Claude models have become central to enterprise adoption, offering multimodal reasoning and compliance tools for regulated industries. In 2025, the company introduced Claude Sonnet 4.5 and its Claude Agent SDK, extending its platform into developer tools and automation part of what PYMNTS called a strategy to turn Claude into an ecosystem. With these releases, Anthropic is positioning its models not just as chat interfaces but as infrastructure for building AI-native applications. The SDK allows developers to embed Claude's reasoning capabilities into existing enterprise systems, while Sonnet 4.5 enhances multimodal understanding and real-time task execution. At the same time, PYMNTS reported that Microsoft has been exploring deeper ties with Anthropic as it reevaluates its reliance on OpenAI, signaling how cloud alliances are shifting as compute demands grow. Amazon has already committed up to $8 billion to Anthropic and counts the company among the largest users of its custom AI chips. The talks with Google would further cement Anthropic's multi-cloud approach, ensuring redundancy and access to the most advanced silicon. For Google, securing Anthropic as a long-term client could strengthen its position against Amazon and Microsoft in the cloud AI supply chain.

AI Alliance: Google Eyes Multi-Billion Cloud Collaboration With Anthropic

Google and AI startup Anthropic are in talks over a cloud deal reportedly worth tens of billions of dollars. This marks a major step in AI infrastructure growth, according to Bloomberg News. The rumored cloud partnership between Anthropic and Google highlights the rising demand for computing power in the AI industry. , supported by huge investments from Google and Amazon.com, created the Claude chatbot and competes with OpenAI's ChatGPT for AI dominance. The deal, which has not been finalized yet, reportedly includes Alphabet's Google providing cloud computing services to Anthropic. Both companies declined to comment on the deal talks. Google parent Alphabet Inc. witnessed a jump of 3.1% in after-hours trade following the news. This shows how closely the market is watching the growth opportunities in the cloud market. The tech giant, which has already invested approximately $3 billion in Anthropic, serves as both an investor and a cloud provider for the AI startup. A potential Anthropic-Google partnership would solidify Google Cloud's place in the AI spotlight. Meanwhile, Amazon.com Inc. has also invested billions in the AI firm and provided computing resources to it.

Alphabet stock rises on potential multibillion-dollar cloud deal with Anthropic By Investing.com

Investing.com -- Alphabet (NASDAQ:GOOG) stock rises on Wednesday after reports emerged that AI startup Anthropic is in talks with Google for a cloud computing deal potentially worth tens of billions of dollars. Shares of the tech giant gained 1.3% in premarket trading following a Bloomberg News report that Anthropic is negotiating to secure substantial cloud computing resources from Google Cloud. According to people familiar with the matter, the deal under discussion would be valued in the high tens of billions of dollars. The potential agreement would provide Anthropic with computing infrastructure from Google's cloud division. This development comes as major tech companies continue to invest heavily in artificial intelligence capabilities and infrastructure to support AI startups. Anthropic, known for its Claude AI assistant that competes with OpenAI's ChatGPT, has previously received significant investment from Google. The cloud computing resources would likely support Anthropic's ongoing development and scaling of its AI models. The negotiations highlight the growing competition among cloud providers to secure partnerships with leading AI companies, as these relationships can drive substantial long-term revenue growth in cloud services. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.