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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.

U.S. approves multi-billion-dollar Nvidia chip exports to UAE, Bloomberg reports

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The U.S. government has approved several billion dollars’ worth of Nvidia chip exports to the United Arab Emirates, according to Bloomberg News. The export licenses were issued by the Commerce Department’s Bureau of Industry and Security as part of a bilateral artificial intelligence agreement reached in May.

The deal will enable the UAE to build large-scale data centers essential for developing and training advanced AI models, deepening technological cooperation between the two countries. In return, the UAE has committed to making a reciprocal investment in the U.S., the report said.

An official from the Commerce Department told Bloomberg the agency is “fully committed to the transformational U.S.–UAE AI partnership deal.” Neither Nvidia nor the White House commented directly on the report, and UAE representatives could not be reached.

The export agreement is expected to allow the Emirates to import up to 500,000 of Nvidia’s high-performance AI chips annually starting in 2025, under a framework that could extend through 2030, as Reuters reported earlier this year.

The approval aligns with President Donald Trump’s renewed Gulf outreach, which in May yielded $600 billion in commitments from Saudi Arabia, including chip deals with Nvidia, AMD, and Qualcomm. The move strengthens Washington’s push to build regional AI alliances amid intensifying global competition for computing power.

Apple and OpenAI Seek Dismissal of Elon Musk’s Antitrust Lawsuit

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Apple and OpenAI have jointly asked a U.S. judge to dismiss a lawsuit filed by Elon Musk’s xAI, which accuses the two companies of engaging in anticompetitive behavior through their AI partnership.

The lawsuit, filed in August, alleges that Apple’s deal with OpenAI — which integrates ChatGPT into iPhones, iPads, and Macs — is “exclusive” and unfairly limits competition by sidelining Musk’s X platform and its Grok chatbot.

APPLE AND OPENAI REJECT CLAIMS OF MONOPOLY

In court filings on Tuesday, Apple’s lawyers stated that the company’s deal with OpenAI is not exclusive and does not restrict competition in any way.

“Apple and OpenAI’s agreement is expressly not exclusive, and it is public and widely known that Apple intends to partner with other generative AI chatbots,” Apple’s filing said.

OpenAI echoed this argument, accusing Musk of engaging in a “campaign of lawfare” — using lawsuits to attack competitors — and said xAI had failed to demonstrate any concrete harm.

“Musk’s claims are purely speculative,” OpenAI’s attorneys wrote. “xAI has not alleged any direct or anticompetitive harm resulting from ChatGPT’s integration as an option on certain iPhones.”

BACKGROUND OF THE DISPUTE

Apple and OpenAI’s collaboration, announced in June 2024, made ChatGPT accessible across Apple’s ecosystem, allowing users to access the chatbot through Siri and other built-in applications.

Musk, who co-founded OpenAI in 2015 as a nonprofit before it transitioned into a for-profit structure under CEO Sam Altman, has since become one of its harshest critics. He argues that OpenAI has abandoned its original mission of open and safe AI development.

Musk’s company xAI, launched in 2023, operates the Grok chatbot integrated into his social media platform X (formerly Twitter). xAI’s lawsuit seeks billions in damages, claiming Apple’s partnership with OpenAI harms fair market competition.

Musk is also pursuing a separate lawsuit against OpenAI and Altman in California federal court, seeking to reverse the company’s for-profit conversion.

xAI has not yet responded publicly to Apple and OpenAI’s latest motion for dismissal.