"Anthropic PBC on Thursday unveiled a deal with Alphabet Inc.'s Google to supply the artificial intelligence startup with more than a gigawatt of additional computing power, valued in the tens of billions of dollars. The agreement gives Anthropic access to as many as 1 million of Google's tensor processing units, or TPUs the company's chips that are custom designed to accelerate machine learning workloads and expands its use of the internet giant's cloud services."
"As AI industry contenders clamber to keep up with runaway demand, they've been looking for ways to boost their computing power that don't hinge on access to Nvidia's accelerator chips both to temper dependence on the chip giant's expensive products and to mitigate the impact of shortages. While Anthropic is already a TPU customer, the dramatically increased deployment is one of the strongest endorsements yet of Google's technology, and represents a win for its cloud business, which has long lagged behind Amazon.com Inc. and Microsoft Corp."
Anthropic secured a multi‑billion‑dollar agreement with Google for more than a gigawatt of additional computing power and access to up to 1 million TPUs. The TPUs are custom chips designed to accelerate machine learning workloads and will be used to train and run complex AI models. AI companies are seeking alternatives to Nvidia accelerators to reduce dependence on costly products and to mitigate shortages. The expanded TPU deployment signals strong validation of Google's chip technology and strengthens Google Cloud's competitive position versus Amazon and Microsoft. Growing TPU interest could attract more AI customers to Google's cloud.
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