Anthropic Announces Multibillion-Dollar Expansion with Google Cloud to Power Next-Gen AI
This expansion marks one of the largest investments in AI infrastructure to date and will significantly boost Anthropic’s ability to conduct cutting-edge research, enhance its AI models, and meet growing customer demand.
Anthropic has announced a major expansion of its partnership with Google Cloud, revealing plans to scale up its use of Google’s advanced Tensor Processing Units (TPUs) to as many as one million units. The multibillion-dollar initiative, valued at tens of billions of dollars, is expected to bring over one gigawatt of computing capacity online by 2026. This expansion marks one of the largest investments in AI infrastructure to date and will significantly boost Anthropic’s ability to conduct cutting-edge research, enhance its AI models, and meet growing customer demand.
The decision builds on a longstanding relationship between Anthropic and Google Cloud, reflecting the strong performance and cost efficiency the company has achieved using Google’s AI accelerators. Thomas Kurian, CEO of Google Cloud, emphasized the importance of this collaboration, noting that Anthropic’s decision “reflects the strong price-performance and efficiency its teams have seen with TPUs for several years.” He added that Google continues to innovate its AI hardware portfolio, including the development of its seventh-generation TPU, Ironwood, to meet the evolving needs of large-scale AI developers.
Anthropic’s expansion comes amid rapid business growth, with the company now serving more than 300,000 business customers. Its number of large enterprise clients—each contributing over $100,000 in annual recurring revenue—has surged nearly sevenfold in the past year. The additional compute capacity from Google Cloud will enable Anthropic to support this demand while maintaining the high standards of model quality and reliability that underpin its AI assistant, Claude.
“Our customers—from Fortune 500 companies to AI-native startups—depend on Claude for their most important work. This expanded capacity ensures we can meet our exponentially growing demand while keeping our models at the cutting edge of the industry.”
– Krishna Rao, Chief Financial Officer, Anthropic
Rao also highlighted that the partnership will enhance Anthropic’s capabilities in AI testing, alignment research, and responsible large-scale deployment.
Anthropic’s compute strategy remains diversified, relying not only on Google’s TPUs but also Amazon’s Trainium chips and NVIDIA’s GPUs. This multi-platform approach allows the company to optimize for performance, flexibility, and cost while maintaining strategic partnerships across the tech ecosystem. Despite its growing use of Google Cloud infrastructure, Anthropic reaffirmed its commitment to Amazon, its primary training partner and cloud provider, and noted ongoing collaboration on Project Rainier—a large-scale compute cluster with hundreds of thousands of AI chips distributed across U.S. data centers.
The company’s latest expansion underscores its broader goal of advancing responsible and efficient AI innovation. By scaling its compute power and deepening cloud partnerships, Anthropic aims to accelerate the development of more capable and aligned AI systems. The move positions the company at the forefront of global AI research and infrastructure, setting the stage for the next generation of transformative AI technologies.
