Alphabet invests $40 billion in Anthropic for 5 gigawatts of compute
Updated
Updated · 디일렉(THE ELEC 영문판) · Apr 29
Alphabet invests $40 billion in Anthropic for 5 gigawatts of compute
9 articles · Updated · 디일렉(THE ELEC 영문판) · Apr 29
$10 billion will be deployed immediately, with the remaining $30 billion tied to performance and commercial milestones, valuing Anthropic at $350 billion.
The five-year deal uses next-generation TPUs co-developed with Broadcom and leaves Anthropic backed by AWS, Google and Microsoft, the three biggest hyperscalers.
The agreement reflects a wider industry shift from AI training to inference, as cloud groups redesign chips and infrastructure to cut latency, improve efficiency and reduce dependence on Nvidia GPUs.
As tech giants bet $690B on AI chips, are they building the future or inflating a bubble destined to pop?
With hyperscalers now designing their own AI hardware, is Nvidia’s reign over the chip market finally coming to an end?