Inside Anthropic’s $200B Google Cloud Bet

New reporting reveals that Anthropic has committed roughly $200 billion over five years to Google for computing power and chips. The Information’s Sri Muppidi and Erin Woo discuss how this deal accounts for nearly 40% of Google’s total revenue backlog. Read more: https://www.theinformation.com/articles/anthropic-commits-spending-200-billion-googles-cloud-chips Subscribe: https://www.theinformation.com/subscribe_youtube The Information’s TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/