Anthropic commits to spending $200 billion on Google’s cloud and chips, the Information reports

    https://www.reuters.com/business/anthropic-commits-spending-200-billion-googles-cloud-chips-information-reports-2026-05-05/

    Posted by JoLagoni

    27 Comments

    1. poorat8686 on

      Does anyone want to do business? I can commit $200 what can you commit to me?

    2. „This is not the dot com bubble. This time is very different because there are real companies with real use cases“

    3. Zestyclose-Ice-3434 on

      Google gives Anthropic money to spend on its own cloud. Stock goes up. Infinite money glitch 🤡

    4. Mag7: hey nice to meet you

      Private AI companies: hey what’s u…

      Mag7: can we all give you all handjobs?

    5. Alphabet is up after-hours because Anthropic committed to spending Google’s money on Alphabet.

      You can’t make this shit up.

    6. TOTALREDDITORDEATH21 on

      Only 40 billion a year. Doesn’t sound that much honestly. Alphabet is spending 190 billion this year in capex.

    7. talespinbaloo on

      Anthropic dropping $200B bombs on Google Cloud over 5 years? That’s 5GW of TPUs for Claude—GOOGL just locked the bag while NVDA watches. Hyperscaler wars = infinite capex. Apes, this is why semis moon forever.

    8. Willing-Angle-2203 on

      >Contracts involving Anthropic and OpenAI now ‌account ⁠for more than half of the $2 trillion in backlogs at major cloud providers, the U.S. digital ​news outlet ​said.

      hmm…. so two companies that are still highly unprofitable have committed to put up over a trillion dollars in the next few years…

      the same companies that are highly dependent on the buildout of massive datacenters who are constantly delayed/running out of budget

      all to build a product that is largely still unproven, currently only pushed down by sociopathic CEO’s at the expense of employees

      calls

    9. ai___________ on

      Anthropic and google can jerk each other, but they’re all paying to AVGO at the end of this lmao

    10. Nice; two giants who are profiting immensely off of using IP without explicit permission.

    11. reddit_insta_fb on

      it says this is already part of what was shared on earnings call and represents 40% of backlog

    12. Grmplstylzchen on

      Everytime I read about someone committing to something in terms of AI I think about Amber Heards „pledge“ and that argumentation…

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