Compute · Compute Contract · Signed
Anthropic discloses amended Google Cloud compute commitment
Anthropic disclosed that its Google Cloud hosting agreement, amended through October 2026, commits Anthropic to spend at least about $121.3 billion through July 2033 regardless of usage.
- Minimum Google Cloud hosting commitment
- at least $121.3B
- Signed · S-1/A · April 2026 through July 2033
Amounts
Each number with its type, status and the sentence it comes from
| Amount | Value | Status | Source |
|---|---|---|---|
Minimum Google Cloud hosting commitmentCompute commitment · Anthropic → Alphabet · April 2026 through July 2033“In March 2026, we entered into a CSP hosting agreement with Google, which was subsequently amended between May and October 2026, pursuant to which we committed to spend at least approximately $121.3 billion between April 2026 and July 2033, regardless of actual usage.” | at least $121.3B | Signed | S-1/A ↗ |
Participants
Roles as the source names them
| Organization | Role | Type | Note |
|---|---|---|---|
| Anthropic | Buyer | AI lab | — |
| Alphabet | Provider | Hyperscaler | Google LLC |
Key terms
- True-up
- If Anthropic spends less than the commitment, it must pay Google the difference, subject to adjustments and exceptions. S-1/A ↗
“If our actual spend falls short, we must pay Google the difference as a true-up subject to certain adjustments and exceptions if available.”
- Cancellation
- The commitment is non-cancelable except for Google’s uncured material breach. S-1/A ↗
“Our commitments under such agreement are non-cancelable except in the event of Google's uncured material breach.”
Context
Broadcom, Google and Anthropic expand their TPU collaboration
Apr 6, 2026 · Separate TPU-based capacity collaboration involving Google and Broadcom.
Company metric in the same source: Run-rate revenue ≈$81B
Filed, as of Oct 31, 2026 · “Additionally, our Run-Rate Revenue was approximately $81 billion as of October 31, 2026, up $10 billion from September 30, 2026.”
Sources
- SEC EDGAR (Anthropic, PBC), “Anthropic, PBC Amendment No. 2 to Form S-1, November 10, 2026”, Nov 10, 2026 · Form S-1/A, accession 0001628280-26-072484 · retrieved Nov 12, 2026
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