Anthropic is expanding its deal with Google to use as many as one million of the tech giant’s artificial intelligence chips, worth tens of billions of dollars, as the startup races to advance its AI systems in the competitive market.
Under the deal announced Thursday, Anthropic will have access to more than one gigawatt of computing capacity coming online in 2026 to train the next generations of its Claude AI model on Google’s internal tensor processing units, or TPUs, which were traditionally reserved for internal use.
Anthropic said it chose the TPUs because of their price-performance ratio and efficiency, as well as its existing experience training and operating its Claude models with the processors.
The deal is the latest sign of insatiable chip demand in the AI industry, where companies are rushing to develop technology that can match or surpass human intelligence.
Alphabet-owned Google, whose TPUs are available for rent on Google Cloud and serve as an alternative to supply-constrained Nvidia chips, will also provide additional cloud computing services to Anthropic.
Rival OpenAI recently signed several deals that could cost more than $1 trillion to secure about 26 gigawatts of computing capacity, enough to power about 20 million American homes. A gigawatt computer can cost about $50 billion, industry executives have said.
ChatGPT maker OpenAI is actively using Nvidia’s graphics processing units and AMD’s AI chips to supply its growing demand.
Reuters exclusively reported earlier in October that Anthropic expects to more than double and potentially nearly triple its annual revenue rate next year, driven by the rapid adoption of the company’s products.
The startup emphasizes AI security and building models for enterprise use. Its models have helped drive a boom in vibe coding startups such as Cursor.
