- Anthropic strikes deal worth ‘tens of billions of dollars’ with Google Cloud
- Claude Maker will add more Google TPUs to its portfolio of Nvidia and Amazon Trainium GPUs
- Amazon remains Anthropic’s “primary training partner and cloud provider”
Anthropic has signed a multibillion-dollar deal with Google that will see the AI company gain up to one million Google Cloud tensor processing units (TPUs) for training and running its large language models (LLMs).
The deal, worth “tens of billions of dollars” according to Anthropic, will mean the company could have well over a gigawatt of computing capacity by 2026.
This expansion comes after a successful year for Anthropic, which saw the number of customers worth more than $100,000 in current revenue increase nearly 7x over the past year thanks to the current AI boom.
Anthropic increases capacity
Anthropic CFO Krishna Rao notes that the move is a continuation of Google Cloud’s partnership with Google Cloud, which was likely chosen because of its value for money and energy efficiency, not to mention the existing positive relationship between the two.
Due to the power delivery design of Google’s TPUs, they are generally more power efficient than Nvidia’s GPUs, which are synonymous with other AI technologies such as competitor Anthropic OpenAI.
Such a large deal is therefore probably a good sign for Google, which wants to challenge Nvidia’s market dominance.
“We continue to innovate and increase the efficiency and capacity of our TPUs, building on our already mature AI accelerator portfolio, including our seventh generation TPU, Ironwood,” explained Thomas Kurian, CEO of Google Cloud.
However, Google is not Anthropic’s only partner. GPUs from Nvidia and Amazon’s Trainium also play an important role in the company’s multi-vendor strategy, and Amazon indeed remains Anthropic’s “primary training partner and cloud provider.”
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