Anthropic has reportedly agreed to pay Google $200 billion for cloud access and chips over the next five years. This deal will provide Anthropic, the creator of Claude AI models, with access to Google’s cloud servers and advanced chip technologies.
This agreement follows Anthropic’s earlier multi-billion dollar contract with Amazon. According to The Information, this and similar contracts with OpenAI contribute to a revenue backlog of $2 trillion across major tech companies, including Amazon, Google, Microsoft, and Oracle.
These cloud service providers have invested heavily in the artificial intelligence sector, anticipating significant returns as startups like Anthropic expand. Previous estimates project server costs could reach $45 billion for OpenAI and $20 billion for Anthropic by 2026.
Chipmaker NVIDIA has also invested in OpenAI as part of the broader AI growth strategy. However, concerns persist regarding the sustainability of current business practices surrounding these high-value deals, particularly as data centers continue to strain limited resources.
RAM shortages are anticipated to persist, negatively impacting prices and sales for related technology products in the near future.
