CNBC October 23, 2025
Key Points
– Anthropic and Google officially announced their cloud partnership.
– It gives the artificial intelligence company access to up to one million of Google’s custom-designed Tensor Processing Units, or TPUs.
– The deal will add over a gigawatt of compute capacity by 2026, supporting Anthropic’s surging $7 billion revenue run rate.
Anthropic and Google officially announced their cloud partnership Thursday, a deal that gives the artificial intelligence company access to up to one million of Google’s custom-designed Tensor Processing Units, or TPUs.
The deal, which is worth tens of billions of dollars, is the company’s largest TPU commitment yet and is expected to bring well over a gigawatt of AI compute capacity online in 2026.
Industry estimates peg...
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