Google is engaged in deep investment cooperation negotiations with the AI company Anthropic, and this funding round is expected to push Anthropic's valuation beyond $350 billion. The talks are still ongoing, and specific collaboration details have not been finalized yet. Google may strengthen its partnership with Anthropic by offering more cloud computing services, convertible bonds, or a new round of financing.

Anthropic, Claude

Currently, Google has invested over $3 billion in Anthropic, giving it a 14% stake in the company. According to a report from The New York Times, Anthropic completed a $13 billion funding round at a valuation of $138 billion in September 2025. OpenAI, which competes with Anthropic, achieved a valuation of $500 billion through a secondary stock transaction last month, highlighting the intense competition in the field of AI foundational models.

In this market, major tech companies have clearly split into two camps. Google and Amazon support Anthropic, while Microsoft and NVIDIA invest in OpenAI. Anthropic was founded in 2021 by former OpenAI employees, and its representative product is the Claude series of large language models. Recently, Google and Anthropic reached a cloud computing agreement worth hundreds of billions of dollars, allowing Anthropic to use Google's self-developed Tensor Processing Units (TPUs) to accelerate machine learning workloads.

Additionally, Amazon has invested $1.4 billion in Anthropic and uses custom chips on its AWS platform to build and deploy AI models. Anthropic has stated that it will continue to maintain close cooperation with Amazon.