NCCapital

Alongside the cash, Google Cloud will deliver 5 gigawatts of TPU capacity to Anthropic over the next five years, layered on top of an early-April Broadcom deal that brings 3.5 gigawatts of TPU capacity online starting in 2027. The Google announcement landed four days after Amazon committed up to $25 billion more (with $5 billion immediate at a $380 billion valuation), in exchange for Anthropic pledging $100 billion-plus in AWS spend over a decade and roughly 1 gigawatt of Trainium2 and Trainium3 capacity by year-end. Combined with prior Amazon money and existing Google exposure, Anthropic now has roughly $65 billion of fresh hyperscaler capital authorized in a single week. Dario Amodei framed the spend simply: "Our users tell us Claude is increasingly essential to how they work, and we need to build the infrastructure to keep pace with rapidly growing demand."