signed
Anthropic's $121.3B minimum Google Cloud TPU hosting commitment
Anthropic's IPO filing disclosed a March 2026 CSP hosting agreement with Google, amended through October, committing it to spend at least about $121.3 billion between April 2026 and July 2033. It also expects $125–150 billion more for TPU compute delivered 2028–2031.
- Value
- $121.3B1
- Capacity
- n/d
- Term
- 7yrs
- Accelerators
- n/d
What the value means
Minimum spend of about $121.3 billion, April 2026–July 2033, with a true-up (S-1/A). Signed March 2026 and amended May–Oct 2026; first disclosed in the S-1 filed 26 Oct 2026. Excludes an estimated $125–150 billion for additional TPU compute in 2028–2031. Likely overlaps the April 2026 Google–Broadcom TPU announcement.
The record
Verified 9 Nov 2026- Announced
- Buyer
- Anthropic
- Seller / provider
- Google Cloud
- ValueHeadline dollar value exactly as stated in the cited source.
- 121,300,000,000 USD
- Capacity
- Not disclosed
- Accelerators
- Not disclosed
- Chips
- Google TPU
- Term
- 7 years
- StatusBinding agreement disclosed
- signed
- Other parties
- None named
- Deal type
- cloud-capacity, sec-filing
Sources
1- Anthropic, PBC Form S-1/A, Amendment No. 1 (SEC, 2 Nov 2026) read 2026-11-09
Cite this deal
AI Compute Deals, “Anthropic's $121.3B minimum Google Cloud TPU hosting commitment”, https://aicomputedeals.com/anthropic-google-cloud-hosting-121b-2026-10/ (verified 2026-11-09).
Data under CC BY 4.0. Download the full ledger.
The rest of this relationship
3 rows- Anthropic's $121.3B minimum Google Cloud TPU hosting commitment $121.3B signed
- Anthropic–Google–Broadcom multi-gigawatt TPU deal from 2027 3.5 GW signed
- Anthropic–Google Cloud up to 1 million TPUs 1 GW expanded