Google Set to Invest $40 Billion in Anthropic, Creator of Claude, with Initial $10 Billion Infusion

Last Friday, Google revealed its plans to invest up to $40 billion in Anthropic, the artificial intelligence firm known for developing the chatbot Claude. This marks Alphabet's largest venture into externally backing a technology company.

The deal includes an initial $10 billion investment based on Anthropic's valuation, estimated between $350 billion and $380 billion. The remaining $30 billion will be contingent upon achieving specific operational milestones tied to AI model development and infrastructure scalability.

A spokesperson for Anthropic confirmed to EFE that Google has been a "strategic partner and minority investor for several years," and this new capital influx is part of an expanded collaboration between the two companies.

Prior to this announcement, Google had already invested around $3 billion in Anthropic.

The agreement also enhances the technical collaboration between the companies, involving the use of TPU chips and Google Cloud services, as well as the deployment of up to five gigawatts of computing capacity starting in 2027.

Ironically, Google is developing its own AI models under the Gemini brand, which directly compete with Claude, making this investment a prime example of the cross-alliances that define today's tech race.

The announcement follows Amazon's recent expansion of its agreement with Anthropic, where the e-commerce giant will immediately inject $5 billion and potentially another $20 billion, contingent on meeting business objectives. This is in addition to the $8 billion invested since 2023.

In exchange, Anthropic has committed to spending over $100 billion on Amazon Web Services over the next decade, becoming the largest individual customer of the cloud platform.

With these developments, Anthropic has secured up to $65 billion in funding commitments in recent weeks from various investors and infrastructure agreements.

Founded in 2021 by Dario Amodei and Daniela Amodei, along with other former OpenAI members, Anthropic reported annualized revenues exceeding $30 billion as of March 2026, up from roughly $9 billion at the end of the previous year, driven largely by Claude Code, its AI agent for software development.

By February 2026, Anthropic had completed a $30 billion funding round, valuing the company at $380 billion, with participation from Nvidia, Microsoft, BlackRock, and JPMorgan, among others.

Anthropic noted that the deal with Google comes amid efforts to "strengthen its technological infrastructure and expand its operations," at a time of intense competition in the AI sector, particularly against rivals like OpenAI.

There is speculation about a potential IPO for Anthropic that could see valuations exceed $800 billion, potentially making it one of the most valuable tech companies globally without having ever gone public.