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Anthropic said to plan $200B spend on Google cloud, chips over 5 years

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Bay Area Times
May 06, 2026

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Top stories today:

  1. Anthropic plans $200B spend on Google cloud, chips over 5 years
  2. Google, Microsoft, xAI to give U.S. agency early access to AI models
  3. DeepSeek seeks funding at ~$45B valuation, “Big Fund” in talks to lead
  4. Google said to test OpenClaw-style AI agent “Remy” in Gemini app
  5. Subquadratic claims 12M-token context with SubQ after $29M seed
  6. Meta to build OpenClaw-style “Hatch” AI agent

0. Data and calendar

All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).

All times are ET.

1. Anthropic said to plan $200B spend on Google cloud, chips over 5 years

Commitment represents ~43% of Alphabet’s disclosed “revenue backlog”:

  • Anthropic and OpenAI contracts now make up 50%+ of ~$2T in cloud backlogs.

  • Apr.: Google committed to supplying 5GW of server capacity to Anthropic starting 2027.

Amazon, Google, and Microsoft have invested ~$60B in Anthropic and OpenAI, with plans for another $85B

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3. Google, Microsoft, xAI to give U.S. agency early access to AI models for evaluation

Representational image generated using ChatGPT.

  • The Commerce Department’s CAISI will conduct pre-release reviews.

  • OpenAI and Anthropic have updated their existing agreements with the agency.

  • The program aims to assess capabilities and improve security before public release.

  • CAISI has completed 40+ model evaluations since 2024.

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5. DeepSeek said to seek funding at ~$45B valuation, Chinese state-backed “Big Fund” in talks to lead

Founder Liang Wenfeng controls ~89.5% via personal and affiliated holdings:

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