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Google is expanding its cloud partnership with AI startup Anthropic, providing up to one million tensor processing units to support the training of Claude models amid intense AI development competiti…
Anthropic partners with Alphabet to train Claude AI models using Google Cloud's extensive computing resources, highlighting strong demand and investment in generative AI infrastructure.
Anthropic is in negotiations with Google Cloud for a deal potentially worth tens of billions, signaling strong confidence in Google's cloud expansion and AI capabilities.
Microsoft is adding Anthropic's Claude models to Microsoft 365 Copilot's Researcher feature, giving enterprise customers a choice between Anthropic and OpenAI and signaling strategic AI diversificati…
Barclays reaffirmed an Overweight rating on Amazon, citing Anthropic-driven AI lift to AWS (about 100bps in Q2, potentially 400bps later). Risks include competition from OpenAI/GPT-5 defaults and Bed…