Two AI companies support the entire global capital market.


Exclusive from The Information, Anthropic and Google reached a 5GW computing power agreement last month with a huge bill: over the next five years, Anthropic plans to spend about $200 billion on Google Cloud. This contract accounts for more than 40% of the over $460 billion in revenue backlog disclosed by Google to investors last week (i.e., signed but not yet recognized revenue).
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