{"id":222401,"date":"2025-10-24T10:18:12","date_gmt":"2025-10-24T10:18:12","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/222401\/"},"modified":"2025-10-24T10:18:12","modified_gmt":"2025-10-24T10:18:12","slug":"anthropic-and-google-cloud-strike-blockbuster-ai-chips-deal","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/222401\/","title":{"rendered":"Anthropic and Google Cloud strike blockbuster AI chips deal"},"content":{"rendered":"<p>Unlock the Editor\u2019s Digest for free<\/p>\n<p class=\"article__content-sign-up-topic-description o3-type-body-base\">Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.<\/p>\n<p>Anthropic has reached a deal to secure access to 1mn Google Cloud chips to train and run its artificial intelligence models, increasing its ties to one of its largest investors.<\/p>\n<p>Google, which has invested more than $3bn in <a href=\"https:\/\/www.ft.com\/stream\/15c0cb45-8892-46cd-a086-1d2716ae7246\" data-trackable=\"link\" rel=\"nofollow noopener\" target=\"_blank\">Anthropic<\/a>, will bring more than a gigawatt of AI computing capacity online for the start-up next year using its custom chips known as Tensor Processing Units, or TPUs.\u00a0<\/p>\n<p>Anthropic said the deal was worth tens of billions of dollars, but would not give a specific estimate.<\/p>\n<p>\u201cAnthropic and Google have a long-standing partnership, and this latest expansion will help us continue to grow the compute we need to define the frontier of AI,\u201d said Krishna Rao, Anthropic\u2019s chief financial officer. <\/p>\n<p>\u201cThis expanded capacity ensures we can meet our exponentially growing demand while keeping our models at the cutting edge of the industry,\u201d he added.<\/p>\n<p>The agreement follows a flurry of deals by Anthropic\u2019s chief rival <a href=\"https:\/\/www.ft.com\/stream\/e3402603-d253-4aa1-ac4d-fc9bdbf4ccb8\" data-trackable=\"link\" rel=\"nofollow noopener\" target=\"_blank\">OpenAI<\/a> to secure chips and computing capacity from Nvidia, AMD, Broadcom, Oracle and Google, estimated to be worth about $1.5tn. <\/p>\n<p>The circular arrangements between companies that act as suppliers, investors and customers of each other, combined with booming <a href=\"https:\/\/www.ft.com\/artificial-intelligence\" data-trackable=\"link\" rel=\"nofollow noopener\" target=\"_blank\">AI<\/a> valuations, have added to concerns about a bubble in the sector.<\/p>\n<p>AI model developers have accelerated their fundraising and dealmaking for fear of falling behind in the arms race to secure enough computing power to remain competitive and meet customer demand.<\/p>\n<p>Anthropic raised $13bn during a funding round that closed in September, lifting its valuation to $183bn. It remains dwarfed by OpenAI\u2019s $500bn valuation.<\/p>\n<p>San Francisco-based Anthropic, which makes the Claude chatbot, uses three different chip platforms to train and run its AI systems: Amazon\u2019s Trainium, Nvidia\u2019s GPUs and Google\u2019s TPUs. <\/p>\n<p>The start-up said the diversified approach meant \u201cwe can continue advancing Claude\u2019s capabilities while maintaining strong partnerships across the industry\u201d.<\/p>\n<p>The arrangement pits Amazon, Nvidia and Google against each other in the competition for huge contracts to supply computing power.<\/p>\n<p>\u201cAnthropic\u2019s choice to significantly expand its usage of TPUs reflects the strong price-performance and efficiency its teams have seen with TPUs for several years,\u201d Thomas Kurian, chief executive at Google Cloud, said in a statement.<\/p>\n<p class=\"n-content-recommended__title o3-type-body-highlight\">Recommended<\/p>\n<p><a href=\"https:\/\/www.ft.com\/content\/b9c6b9d0-c418-45b1-a266-72605ccc8aaa\" data-trackable=\"image-link\" data-trackable-context-story-link=\"image-link\" tabindex=\"-1\" aria-hidden=\"true\" rel=\"nofollow noopener\" target=\"_blank\"><img decoding=\"async\" class=\"o-teaser__image\" src=\"https:\/\/www.ft.com\/__origami\/service\/image\/v2\/images\/raw\/https%3A%2F%2Fimages.ft.com%2Fv3%2Fimage%2Fraw%2Fhttps%253A%252F%252Fd1e00ek4ebabms.cloudfront.net%252Fproduction%252F1b55abe7-0e58-40e9-8033-68a0f7dba468.jpg%3Fsource%3Dnext-article%26fit%3Dscale-down%26quality%3Dhighest%26width%3D700%26dpr%3D1?source=next&amp;fit=scale-down&amp;dpr=2&amp;width=240\" alt=\"Pipette and sample tubes overlaid on a blue and green DNA autoradiogram showing genetic research and analysis.\"\/><\/a><\/p>\n<p>Amazon is the start-up\u2019s \u201cprimary\u201d cloud provider and a large investor in the company. It has invested $8bn in Anthropic and is building a 2.2GW data centre cluster in New Carlisle, Indiana, to help train its AI models. <\/p>\n<p>Earlier this year it weighed investing more in the start-up to deepen its relationship with the model developer, the Financial Times reported.\u00a0<\/p>\n<p>Anthropic said that it remained committed to its partnership with Amazon. <\/p>\n","protected":false},"excerpt":{"rendered":"Unlock the Editor\u2019s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this&hellip;\n","protected":false},"author":2,"featured_media":222402,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[554,733,4308,86,56,54,55],"class_list":["post-222401","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-technology","tag-uk","tag-united-kingdom","tag-unitedkingdom"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/222401","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=222401"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/222401\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/222402"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=222401"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=222401"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=222401"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}