Compute · the Ledger · Capacity contract
Anthropic expands its Google Cloud TPU use to up to one million TPUs, over a gigawatt online in 2026
Announced · announced 23 Oct 2025 · the week to 24 Oct 2025
- Size
- undisclosed
- Power
- 1 GW
'Tens of billions of dollars' per Anthropic; no exact figure or term. MW is 'well over a gigawatt' in 2026.
The parties
- Anthropiccompany pageBuyer
- Googlecompany pageProvider
The source
Anthropic announcement, 2025-10-23Company press release
Accelerator as stated: Google TPU.
The same parties, other deals
- Anthropic commits $11.6B over seven years to Akamai Cloud for CPU workloads; Akamai issues Anthropic a warrant for up to ~5%$11.6B · 24 Sept 2026
- Nscale agrees to provide Anthropic dedicated GPU infrastructure at its Monarch Compute Campus for up to about $44.6B$44.6B · 18 Sept 2026
- Anthropic to deploy up to 2 GW of AMD MI450-series GPUs in Helios racks; AMD commits up to $5B equity in Anthropicundisclosed · 22 Jul 2026
- Anthropic signs a 20-year lease for ~401 MW at TeraWulf's Justified Data campus in Hawesville, Kentucky, ~$19B of contracted revenue$19B · 6 Jul 2026
- Google contracts SpaceX compute capacity, about 110,000 NVIDIA GPUs, $920M a month from October 2026 through June 2029undisclosed · 5 Jun 2026
- Anthropic contracts SpaceX compute capacity across Colossus and Colossus II, about 325,000 NVIDIA GPUs, $1.25B a month through May 2029undisclosed · 3 Jun 2026