Google and Anthropic in talks for multi-billion dollar cloud deal, Bloomberg says

Published 21/10/2025, 23:04
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Investing.com -- AI lab Anthropic is in early discussions with Google about a potential cloud computing deal worth tens of billions of dollars, according to Bloomberg, citing people familiar with the matter. Google parent Alphabet Inc (NASDAQ:GOOGL) saw its stock jump 3.1% in after-hours trade following the news.

The proposed arrangement would provide Anthropic with additional computing power through Google’s cloud services, though the plan has not been finalized and details could change, said the sources, who requested anonymity because the information is private.

Both Anthropic and Google declined to comment on the discussions to Bloomberg.

Google, a unit of Alphabet Inc., has already invested approximately $3 billion in Anthropic, including a $2 billion commitment in 2023 and an additional $1 billion earlier this year. The tech giant is both an investor in and cloud provider for the AI startup.

Anthropic, founded in 2021 by former OpenAI employees looking to put more emphasis on AI safety, is known for developing the Claude family of large language models that compete with OpenAI’s GPT models. The San Francisco-based company has been raising substantial funding to advance its AI technology.

Amazon.com Inc (NASDAQ:AMZN), which competes with Google in the cloud services market, has also invested billions in Anthropic and provided computing resources to the company. Yesterday, AWS, Amazon’s cloud division, experienced an outage of 15 hours, impacting over 1000 customers in the process. Amazon stock fell 1.6% in after-hours trade in response to the potential Anthropic-Google Cloud deal.

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