Google's trillion-dollar computing power bets on AI competition, Anthropic becomes a "gold-swallowing beast," how will Amazon and Microsoft respond?

According to informed sources, AI company Anthropic PBC is in negotiations with Google (GOOGL.US) for a deal that would provide it with additional cloud computing services valued at nearly $100 billion. The plan has not yet been finalized, and the sources, who requested anonymity due to the confidential nature of the information, did not disclose their names. As an early investor in Anthropic and its current cloud service provider, Google would further deepen its cooperation with Anthropic if the deal is reached.

Both Anthropic and Google declined to comment, and the negotiations are still in the early stages, with details subject to change. This news pushed Google's stock price up 1.77% in after-hours trading, while Amazon (AMZN.US), also an investor and cloud service provider for Anthropic, saw its stock price drop by about 1.11%.

Founded in 2021 by several former OpenAI employees, Anthropic is headquartered in San Francisco, and its Claude series of large language models competes with OpenAI's GPT models. As a significant player in the AI industry, Anthropic is supporting its technological development and market demand through large-scale financing. The industry generally believes that continuous investment in resources for research breakthroughs and meeting user needs is essential for AI advancement.

Just a month after completing a $13 billion financing round, Anthropic is also in early financing discussions with Abu Dhabi investment firm MGX. This round, led by Iconiq Capital and co-led by Fidelity and Lightspeed, has nearly raised the company's post-money valuation to $183 billion, close to three times its original valuation.

It is understood that this potential collaboration would strengthen Google's position in the AI competition. If the agreement is reached, Google would gain a stronger bargaining chip in its cloud service competition with Amazon AWS and Microsoft Azure.

Previously, Google had invested about $3 billion in Anthropic, including a $2 billion investment in 2023 and an additional $1 billion at the beginning of 2025. Amazon has committed to investing about $8 billion, with Anthropic being not only a major customer of Amazon Web Services (AWS) but also a primary user of its custom AI chips.

For Anthropic, securing sufficient computational power is a prerequisite for achieving aggressive growth targets. The company needs large-scale cloud resources to train and run its AI models to meet the growing demands of enterprise clients