Anthropic announced that it would expand its use of Google Cloud’s tensor processing unit (TPU) chips, in order to provide the company with access to the computing power and resources required for the next generation of Claude models. Anthropic will have access to well over a gigawatt of capacity coming online in 2026, according to a Google press release. This announcement confirms previous reports. Google is also a previous investor and a cloud provider for Anthropic.
This is the largest expansion of Anthropic’s TPU usage to date. Anthropic will have access to up to one million TPU chips, as well as additional Google Cloud services. “Anthropic and Google have a longstanding partnership and this latest expansion will help us continue to grow the compute we need to define the frontier of AI,” said Krishna Rao, CFO of Anthropic.
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“Our customers—from Fortune 500 companies to AI-native startups—depend on Claude for their most important work, and this expanded capacity ensures we can meet our exponentially growing demand while keeping our models at the cutting edge of the industry,” he added.
Meanwhile Thomas Kurian, the CEO at Google Cloud said, “Anthropic’s choice to significantly expand its usage of TPUs reflects the strong price-performance and efficiency its teams have seen with TPUs for several years,” said Kurian. “We are continuing to innovate and drive further efficiencies and increased capacity of our TPUs, building on our already mature AI accelerator portfolio, including our seventh generation TPU, Ironwood.”
Google shares rose as much as 2.3% after markets opened in New York on Wednesday, after reports emerged about the deal between the two companies.
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While Google is powering Anthropic’s next phase of compute expansion, Amazon is its most deeply embedded partner. The retail and cloud giant invested $8 billion in Anthropic to date, more than double Google’s confirmed $3 billion in equity. AWS is considered the company’s chief cloud provider, making its influence structural and not just financial. Its custom-built supercomputer for Claude, known as Project Rainier, runs on Amazon’s Trainium 2 chips.
Trainium avoids the premium margins of other chips, enabling more compute per dollar spent.
Google continues to play an integral role, with the company agreeing to a $1 billion investment in Anthropic back in January adding to its previous $2 billion and 10% equity stake. However, Anthropic doesn’t seem to be playing favorites. The company maintains control over model weights, pricing, and customer data, and has no exclusivity with any cloud provider.