The Information
When Google last month said it would supply Anthropic with an astonishing five gigawatts of server capacity, the companies didn’t put a dollar figure on that commitment. But as part of the deal, which begins next year, Anthropic plans to spend about $200 billion with Google over five years, according to a person with knowledge of it. The commitment means Anthropic represents more than 40% of the “revenue backlog” Google disclosed to investors last week, reflecting contractual commitments from its cloud customers. While that sounds like a high percentage, revenue backlogs reported by Google’s cloud rivals are even more tied to Anthropic and its archrival OpenAI .
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