AI Compute Deal Ledger · GOOGL · Free Dataset · CC BY 4.0

Google: The AI Deal Record

Every Google deal in the ledger, with the source on every row. Binding base-term value: none recorded across 1 GW of contracted IT capacity. Snapshot disclosures (backlog restatements, order intake, program envelopes) are listed but never summed.

Binding value

·

1 binding deals, base terms

Binding capacity

1 GW

contracted IT load with disclosed MW

Not binding

·

0 LOI / framework / reported

Deal by Deal

2025-10-23Binding

Google (Provider) · Anthropic (Buyer)

Value
not disclosed
Capacity / term
1 GW
First revenue
2026

Anthropic's expanded Google Cloud TPU commitment: access to up to one million TPUs and over 1 GW of capacity online in 2026, announced 2025-10-23. The row demonstrates the MW-only inclusion path: no dollar value was ever disclosed, so none is recorded, and the reported tens-of-billions figure stays out of every total. Part of Anthropic's stated multi-cloud approach across Google TPUs, Amazon Trainium and Nvidia GPUs.

Conditions: Dollar value never disclosed by either party; contemporaneous tier-1 reporting put it at tens of billions of dollars. Capacity recorded at the disclosed floor: over 1 GW of compute coming online in 2026, with access to up to one million TPUs.

Part of the free AI Compute Deal Ledger by Regards of Wallstreet, licensed CC BY 4.0. Cite it, chart it, link it.