Google is investing $40 billion in Anthropic and allocating 5 GW of computing power, intensifying competition in the artificial intelligence sector

Google will invest $40 billion in Anthropic

- Investment amount: Google announced a $40 billion investment – of which $10 billion is paid immediately, and the remaining $30 billion will be disbursed once the startup meets specified KPIs.

- Additional resources: As part of the deal, Google Cloud will provide Anthropic an additional 5 GW of computing power over the next five years.

The agreement strengthens the existing partnership between Anthropic and Google, as well as with chipmaker Broadcom.

Why Mythos now
Anthropic recently released its latest model, Mythos – the company’s most powerful AI model.

- Cybersecurity potential: The company emphasizes that Mythos can significantly improve threat protection.

- Limited access: To prevent abuse, the model is distributed only to selected partners who, together with Anthropic, assess and mitigate risks. Nevertheless, there have already been cases of the model falling into unsuitable hands.

History of collaboration with Google
- Initial steps: At the beginning of the month, Anthropic announced a partnership with Google and Broadcom, which develops AI processors (TPUs) for Google.

- Tensor processors: Several gigawatts of computing power based on TPUs are planned starting in 2027.

- Capacity report: Broadcom has already informed regulators that it provided 3.5 GW. New Google investments expand this agreement: over five years, Google Cloud will supply an additional 5 GW, with the possibility of further increases.

Competitive and infrastructure aspects
- Google as competitor and supplier: Although Google directly competes with Anthropic in the AI model market, it remains a key provider of computing infrastructure.

- Dependence on TPUs: Anthropic heavily relies on Google’s cloud for access to specialized TPU chips – one of the best alternatives to Nvidia.

- Race for power: In an increasingly competitive AI landscape, access to computing resources becomes decisive. OpenAI, for example, is actively expanding its resources through deals with cloud providers and chip manufacturers (including Cerebras).

Fight for power
- Recent restrictions: In recent weeks, Anthropic has faced widespread complaints about limited resource access while working with Claude.

- Countermeasures: The company signed several infrastructure agreements – this month with CoreWeave (cloud provider) and recently secured $5 billion from Amazon, which could cost Anthropic up to $100 billion for roughly 5 GW of power.

Financial growth and prospects
- Company valuation: In February, Anthropic’s valuation was $350 billion. Investors now value it at $800 billion or higher.

- IPO plans: According to available data, the company is considering an IPO as early as October this year.