📰 【Anthropic plans to put $200 billion into Google, accounting for more than 40% of the latter’s disclosed “revenue backlog.”】



According to Beating monitoring, when Google announced last month that it would provide Anthropic with up to 5 gigawatts of server capacity, neither side disclosed the specific amount of that commitment. But according to an insider, as part of an agreement set to take effect next year, Anthropic plans to pay Google about $200 billion over the following five years. This commitment means that Anthropic accounts for more than 40% of the total “revenue backlog” Google disclosed to investors last week.

Brothers, I’ve been watching the market so closely that my eyes are worn out—I almost threw my phone when I saw this news. Do you know what this means? Google, this giant, smashing $200 billion into Anthropic—this isn’t an investment; it’s like stuffing nuclear warheads into an AI weapons arsenal! When the AI track burns money to this extent, it shows that the demand for underlying computing power and the value of data have already ballooned to an unimaginable level. This wave of capital flowing into the market will, sooner or later, seep into Web3’s AI computing power and data storage—these sub-sectors—like mercury leaking into the ground. Don’t tell me you haven’t rolled out related projects yet; once it really starts running up, you’ll be the one slapping your thigh in regret, saying Soloro didn’t remind you. In this market, listen up—stick with the rhythm.

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