Google is set to pour up to $40 billion into Anthropic, the San Francisco‑based AI startup, in a deal that blends immediate cash with future performance‑based funding. The first $10 billion, announced Thursday, values Anthropic at $350 billion and is accompanied by a commitment to provide five gigawatts of Tensor Processing Unit (TPU) capacity through Google Cloud over the next five years. If Anthropic meets agreed‑upon benchmarks, an additional $30 billion could flow into the venture.

The investment arrives on the heels of Anthropic’s limited release of Mythos, its most powerful model to date. Designed with strong cybersecurity capabilities, Mythos is being evaluated by a select group of partners while the company restricts broader access to mitigate misuse. Anthropic says the model’s computational demands are high, making the new Google‑backed compute resources critical for scaling.

Google’s support deepens an existing relationship that began with a partnership involving Broadcom‑designed AI chips. Earlier this month, Anthropic disclosed plans to tap multiple gigawatts of TPU‑based capacity starting in 2027, with Broadcom filings indicating an initial 3.5 GW commitment. The fresh 5 GW allocation under the latest deal gives Anthropic a solid foundation to expand its infrastructure while leaving room for further scaling.

Anthropic’s financing round also includes a $5 billion infusion from Amazon, part of a broader agreement that could see the startup spend up to $100 billion for roughly five gigawatts of compute across its partners. The dual backing from two cloud giants underscores the fierce competition for AI compute capacity, a race in which OpenAI has already secured multi‑hundred‑billion‑dollar arrangements with various providers.

Investors have shown a keen appetite for Anthropic, with valuations cited at $350 billion in February and speculation that the company could command $800 billion or more in the near term. The firm is reportedly preparing for an initial public offering as early as October, a timeline that would place it among the most valuable tech IPOs of the year.

While Google and Anthropic are direct competitors in the AI model market, the partnership illustrates how cloud providers are simultaneously collaborators and rivals. Anthropic relies heavily on Google Cloud’s TPU hardware, which many industry observers consider a strong alternative to Nvidia’s dominant GPUs. The new investment not only secures Anthropic’s compute needs but also locks Google into a strategic position as the startup scales its next‑generation models.

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