May. 5 at 11:27 PM
Anthropic has reportedly committed to spending US
$200B over five years on Google Cloud as part of a recent agreement, according to The Information, which cited a person familiar with the matter. The scale of the deal underscores the rapid expansion of AI infrastructure demand and positions Anthropic as a key driver of Google’s cloud backlog, reportedly accounting for more than 40% of the commitments disclosed to investors.
The report also noted that contracts involving Anthropic and OpenAI together make up more than half of the roughly US
$2T backlog across major cloud providers, highlighting how AI workloads are reshaping cloud economics at scale. Neither Anthropic nor Google commented on the figures, and Reuters could not independently verify them.
Following the publication, Alphabet shares rose around 2% in after-hours trading, reflecting investor optimism around accelerating AI-driven cloud demand.
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