Anthropic (model training (compute consumption)) → Google (cloud/TPU capacity provision (seller side))

"tens of billions" (Anthropic's own characterization); up to 1M TPUs, >1GW capacity online 2026

med confidence · as of 2025-10-23 · about Google

Sourced figures 1

Anthropic press release up to 1M TPUs, >1GW online 2026, deal worth tens of billions
2025-10-23 med

the working

Basis

"tens of billions" (Anthropic's own characterization); up to 1M TPUs, >1GW capacity online 2026

Threads 11

Apple × Gemini developing
Frontier Gatekeeping open
Hyperscaler Capex open
Google Capex developing
Where the Capex Lands open
Compute Spend open
In-House Silicon open
Big Tech into Health open
Google Health open
Targets open
DeepMind Succession open

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