💰 Google doubles down on Anthropic’s AI race

Google is committing up to $40B to Anthropic in a landmark deal that values the company at $350B, deepening one of the most important partnerships in AI.

• $10B upfront investment
• $30B more tied to performance milestones
• Expands a strategic relationship between the two companies

The hidden prize: compute:

As part of the agreement, Google Cloud will provide Anthropic with up to 5 gigawatts of compute capacity over the next five years.

That’s not just an investment, it’s infrastructure leverage.

• Anthropic gets massive scale
• Google locks