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Anthropic, Google Discuss Cloud Deal Worth Tens of Billions, Bloomberg Reports

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Anthropic, the AI startup behind the Claude chatbot, is in advanced discussions with Google (GOOGL.O) over a massive cloud computing deal valued in the high tens of billions of dollars, according to Bloomberg News, citing people familiar with the talks. The agreement, which is not yet finalized, would see Google provide cloud infrastructure and computing power to support Anthropic’s fast-growing AI operations.

The potential deal underscores the increasing cost and scale of AI development, as companies like Anthropic, OpenAI, and Microsoft-backed Mistral race to secure computing resources needed to train and deploy large language models.

Alphabet shares rose 2.3% after hours following the report, reflecting investor optimism over Google Cloud’s role as a major infrastructure provider for next-generation AI systems. Google declined to comment, while Anthropic did not immediately respond to requests for clarification.

Anthropic, which counts Google and Amazon (AMZN.O) among its biggest investors, has seen rapid adoption of its enterprise AI products and is reportedly on track to reach a $9 billion annual revenue run rate by the end of 2025, nearly tripling its current pace, according to a Reuters report last week.

The collaboration could deepen Google’s long-standing relationship with Anthropic, which already relies heavily on Google Cloud for model training. If completed, the deal would be among the largest cloud infrastructure partnerships ever in the AI sector, solidifying both firms’ positions in the escalating competition against OpenAI and Microsoft.

OVHcloud Shares Plunge After 2026 Outlook Disappoints Despite Record €1 Billion Revenue

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OVHcloud (OVH.PA), Europe’s largest cloud provider, celebrated a major milestone on Tuesday as annual revenue surpassed €1 billion for the first time — yet its weaker-than-expected 2026 forecast sent investors fleeing. Shares plunged 18% by mid-morning, marking what could become the company’s biggest single-day drop ever if losses persist.

The firm reported 9.3% revenue growth for fiscal 2025, reaching €1.08 billion, with an EBITDA margin of 40.4%. However, its 2026 outlook disappointed the market: OVHcloud now expects organic revenue growth of just 5–7%, well below analyst projections of around 10%, according to Stifel and J.P. Morgan.

In response, the company pledged to improve profitability by targeting a higher core profit margin while maintaining capital expenditures at 30–32% of revenue to bolster its Webcloud segment. The results come as founder Octave Klaba returns as CEO, merging his chairman role to lead the company’s next phase of expansion. Klaba, who owns more than 80% of OVHcloud, previously served as CEO until 2018.

Klaba said the firm will focus on meeting rising AI-driven cloud demand and promoting European digital independence amid global tech rivalries. OVHcloud continues to expand globally, citing growing client bases in Canada, Singapore, and India, while remaining a key competitor to Amazon Web Services, Microsoft Azure, and Google Cloud.

By segment, Private Cloud accounted for 62% of sales, growing 8.5%, Public Cloud rose 17.5% (20% of revenue), and Webcloud increased 3.7% (18% of total). OVHcloud serves 1.6 million clients, including 1,200 enterprise customers generating over €100,000 in annual recurring revenue.

ISS Urges Investors to Reject CoreWeave’s $9 Billion Acquisition of Core Scientific

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Proxy advisory firm Institutional Shareholder Services (ISS) has advised investors to vote against the proposed $9 billion all-stock merger between artificial intelligence infrastructure company CoreWeave (CRWV.O) and data computing firm Core Scientific (CORZ.O). The shareholder vote is scheduled for October 30.

In its recommendation, ISS said that Core Scientific has shown strong independent performance and can continue to grow without being acquired. The firm noted that the company’s current trajectory suggests it could thrive as a standalone entity.

CoreWeave, which provides cloud infrastructure tailored for AI workloads, first proposed the acquisition in July, offering an implied value of $20.40 per share. However, investor Two Seas Capital quickly announced its opposition to the deal, citing concerns about the sale process, valuation, and the fixed exchange ratio, which leaves Core Scientific shareholders exposed to fluctuations in CoreWeave’s stock price.

Since the announcement, CoreWeave’s shares have declined, reducing the total deal value. Meanwhile, Core Scientific’s stock rose more than 5% in post-market trading on Monday, closing at $18.81, as investors appeared to favor keeping the company independent rather than moving forward with the merger.