
- Anthropic strikes deal worth “tens of billions of dollars” with Google Cloud
- Claude’s maker to add more Google TPUs to its Nvidia and Amazon Trainium GPU portfolio
- Amazon remains Anthropic’s “premier training partner and cloud provider”
Anthropic has signed a multimillion-dollar deal with Google that will see the AI company get up to one million tensor processing units (TPUs) from Google Cloud to train and run its large language models (LLMs).
The deal, valued at “tens of billions of dollars” according to Anthropic, will mean the company could have more than a gigawatt of computing capacity by 2026.
The expansion comes after a successful year for Anthropic, which has seen the number of clients worth more than $100,000 in run-rate revenue grow nearly sevenfold in the past year thanks to the ongoing AI boom.
Anthropic capacity increases
Anthropic CFO Krishna Rao notes that the move is a continuation of the partnership between it and Google Cloud, which was likely chosen for its price performance and energy efficiency, not to mention the positive relationship between the two.
Due to the power delivery design of Google’s TPUs, they are typically more energy efficient than Nvidia’s GPUs, which are synonymous with other AI technologies like anthropic competitor OpenAI.
Such a big deal is probably a good sign for Google, which wants to challenge Nvidia’s market dominance.
“We continue to innovate and drive greater efficiencies and greater capacity for our TPUs, leveraging our already mature portfolio of AI accelerators, including our seventh-generation TPU, Ironwood,” explained Google Cloud CEO Thomas Kurian.
However, Google is not Anthropic’s only partner. Nvidia and Amazon Trainium GPUs also play an important role in the company’s multi-vendor strategy, and in fact, Amazon remains Anthropic’s “primary training partner and cloud provider.”
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