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Google announced plans to invest up to $40 billion in Anthropic, the startup behind the Claude chatbot, in a deal described as among the largest in the AI race to date. The company said it will commit $10 billion up front based on Anthropic’s $350 billion valuation, with an additional $30 billion contingent on the startup meeting certain performance targets.
Bloomberg has reported that the move has raised internal questions within Google, including concerns about falling behind Anthropic in some areas. Claude competes directly with Google’s Gemini in the AI chatbot market, and some employees have reportedly shifted toward Anthropic’s Claude Code for software development.
The reported internal concern centers on Claude Code, Anthropic’s AI programming tool, which has become a popular option for developers. The article describes “vibe coding,” a trend in which AI assists with much of the software-building work, and notes that even within Google, employees have been switching to Claude Code rather than internal Gemini-based tools.
Rather than attempting to compete head-to-head on models, Google’s strategy is framed as infrastructure-led. By positioning itself as a primary infrastructure provider for Anthropic, Google would benefit regardless of whether Claude or Gemini becomes the dominant product.
The AI race is increasingly defined by access to the computing power required to train and deploy systems. The article compares this dynamic to OpenAI’s efforts to secure large-scale cloud, chip, and energy arrangements worth hundreds of billions of dollars, and says Anthropic is pursuing similar capacity commitments.
In recent weeks, Anthropic has faced complaints about unusually limited access to Claude. In response, the company has expanded infrastructure deals. It has also grown quickly, with revenues rising from $9 billion at the end of last year to over $30 billion this month, according to the article.
Earlier this month, Anthropic signed an agreement with cloud provider CoreWeave for data-center capacity. This week, it secured an additional $25 billion investment from Amazon, as part of a broader arrangement under which Anthropic expects to spend up to $100 billion to secure about 5 gigawatts of computing capacity over time.
Although Google competes with Anthropic on AI models, the article says Anthropic relies heavily on Google Cloud for chips and infrastructure, including access to Google’s Tensor Processing Units (TPUs). It also notes that Anthropic has limited broader access to its Mythos model due to potential abuse, while working with selected organizations to assess and address risks.
Earlier this month, Anthropic announced a partnership with Google and chipmaker Broadcom to access substantial compute power based on TPUs starting in 2027. A Broadcom filing cited 3.5 gigawatts.
Google’s new investment expands that arrangement, with Google Cloud providing an additional 5 gigawatts of capacity over the next five years, with potential for further expansion.
The article characterizes Google’s $40 billion move as a long-term approach. Even as Gemini and Claude compete for user attention, Google would still benefit if either system runs on its infrastructure. For Anthropic—founded by former OpenAI executives—the reported level of support is described as providing room to compete with the industry’s largest players.
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