Google Invests $40 Billion, Amazon $25 Billion in Anthropic, Fueling Global AI Frenzy

Google Commits Up to $40 Billion to Anthropic, Cementing AI Safety Company's Position

In one of the largest investments ever made in an artificial intelligence company, Google has committed up to $40 billion to Anthropic, a deal that cements the Claude maker's position at the very centre of the global AI arms race. The investment will fund a major expansion of Anthropic's computing capacity, with the company continuing to rely on Google's custom chips and cloud infrastructure to power its technology.

The agreement, confirmed by Anthropic on Friday, includes an initial deployment of $10 billion immediately, at a valuation of $350 billion, with the remaining $30 billion contingent on the startup hitting agreed performance milestones. This significant alliance between Google and Anthropic dramatically deepens their existing partnership.

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Amazon also recently doubled down on Anthropic, committing up to $25 billion in a separate deal. This investment includes an immediate $5 billion outlay and a further $20 billion subject to performance targets. Anthropic has pledged to spend more than $100 billion on Amazon Web Services technology over the coming decade to underpin its AI operations.

Anthropic's commercial trajectory has been striking, with the company's annualised run-rate revenue surpassing $30 billion this month, up from roughly $9 billion at the close of 2025. This represents a tripling of revenue quarter-on-quarter, placing Anthropic ahead of OpenAI in terms of revenue growth velocity. Much of this momentum has been driven by Claude Code, Anthropic's coding-focused AI tool, which has gained considerable traction among software developers and enterprise technology teams.

Anthropic raised $30 billion in a funding round in February, valuing the company at $380 billion on a post-money basis. Since then, venture capital interest has only intensified, with some firms reportedly placing informal valuations as high as $800 billion on the startup. The company has also moved aggressively to lock in the physical infrastructure required to sustain that growth, striking multi-year agreements with chipmaker Broadcom and cloud infrastructure firm CoreWeave.

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The company has previously committed to investing $50 billion in US data centre construction to support the deployment and training of its models. The hunt for raw computing capacity has become as strategically important as the models themselves, with Anthropic's recent flurry of infrastructure deals reflecting a recognition that frontier AI development is as much a logistics challenge as it is a scientific one.

However, not all of Anthropic's recent headlines have been straightforward wins. The company recently announced its newest AI model, Mythos, but declined to make it publicly available, citing significant cybersecurity risks. Anthropic is actively investigating unauthorised access to Mythos, a model that the company itself has acknowledged could represent a significant asset for malicious actors if misused.

Anthropic chief executive Dario Amodei visited the White House recently, with both sides striking a notably cordial tone. The meeting followed a period of friction stemming from Anthropic's refusal to grant the military unconditional access to its AI models. Google's decision to commit up to $40 billion to a company that is also a direct competitor underscores just how fluid and high-stakes the current AI landscape has become.