• Anthropic committed to spend $200 billion with Google Cloud over five years, accounting for over 40% of Google’s contract backlog.
  • Contracts involving Anthropic and OpenAI now make up more than half of the $2 trillion in backlogs at major cloud providers.
  • Alphabet is also investing up to $3 billion in Anthropic, deepening its partnership.
  • Anthropic struck a multi-year deal with CoreWeave and is securing capacity via Amazon’s chips.
  • Alphabet is on track to overtake Nvidia as the world’s most valuable company.