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Rumors say Anthropic has signed a 200 billion USD contract with Google Cloud, pushing Alphabet's market value to temporarily surpass Nvidia.

Rumors say Anthropic has signed a 200 billion USD contract with Google Cloud, pushing Alphabet's market value to temporarily surpass Nvidia.

ChaincatcherChaincatcher2026/05/06 04:07
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According to ChainCatcher, CNBC reported that Alphabet's after-hours share price surged, and its market capitalization briefly surpassed Nvidia. The driver was a report stating that Anthropic has committed to pay $200 billion to Google Cloud over five years. If the deal is true, Anthropic would contribute over 40% of Google's future contracted cloud revenue.

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The data center construction boom may increase inflationary pressure, and the Reserve Bank of Australia may be forced to maintain high interest rates.