Google to invest up to $40B in Anthropic in cash and compute

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- Google invests $10 billion now at a $350 billion valuation, with up to $30 billion more contingent on performance targets.
- Anthropic released its Mythos model to a limited partner group, citing strong cybersecurity potential and restricting broader access due to misuse concerns.
- Amazon pledged an additional $5 billion to Anthropic as part of a broader agreement for up to $100 billion in compute capacity over time.
- CoreWeave secured a data‑center capacity deal with Anthropic earlier this month, expanding Anthropic’s compute options beyond Google Cloud.
- Broadcom will supply multiple gigawatts of TPU‑based compute, with 3.5 GW slated for 2027, complementing Google’s new 5 GW allocation.
Why it matters: Google secures a strategic stake in Anthropic’s next‑gen LLMs, while Anthropic receives $10 billion upfront and up to $40 billion total, locking in 5 GW of TPU capacity and accelerating its compute advantage over rivals.




