Anthropic has reportedly agreed to pay Google $200 billion for access to cloud servers and chips over the next five years. The Information confirmed the arrangement earlier this month, noting that this deal significantly adds to Anthropic’s prior multi-billion dollar contract with Amazon.
The cumulative agreements with Anthropic and OpenAI are estimated to contribute to a revenue backlog of $2 trillion across major cloud providers, including Amazon, Google, Microsoft, and Oracle. These companies have been early investors in the AI sector, anticipating startups like Anthropic and OpenAI would increasingly rely on their resources as they scale.
Previous projections suggested that server costs could reach $45 billion for OpenAI and $20 billion for Anthropic by 2026. Chipmakers, such as NVIDIA, have also invested in OpenAI, indicating an ongoing trend of costly circular agreements within the industry.
However, the expansion of data centers is straining limited resources. Current RAM shortages are predicted to continue, resulting in higher prices and declining sales for related technology products.
