Google has committed up to $40 billion to Anthropic, doubling down on the Claude maker just four days after Amazon agreed to plough up to $25 billion of its own into the same startup. The deal, reported by Bloomberg and confirmed by CNBC on Friday April 24, 2026, sees Google deploy $10 billion immediately at a $350 billion valuation, with the remaining $30 billion released as Anthropic hits performance milestones.
The Compute Behind the Cash
Crucially for Anthropic, the agreement comes packaged with raw silicon. The startup secured 5 gigawatts of new computing capacity through a parallel deal with Google and Broadcom, with Broadcom’s own SEC filing pegging its slice at 3.5 GW of custom TPU capacity rolling out from 2027. That stacks on top of Anthropic’s commitment to spend more than $100 billion on AWS Trainium chips over the next decade.
Google Backs Both Sides
The investment is unusual because Google now bankrolls both its in-house DeepMind lab and its biggest external rival. Sundar Pichai’s bet is that demand for frontier AI is so deep that hedging across multiple winners is cheaper than picking one.
- Cash now: $10B at $350B valuation
- Milestone-locked: Up to $30B more
- Compute: 5 GW total, 3.5 GW Broadcom TPUs
Markets cheered into the weekend: the Nasdaq closed at a fresh record 24,836.60 on Friday, with semiconductors extending an 18-day winning streak and Nvidia reclaiming a $5 trillion market cap on the news.
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