TAIPEI (Taiwan News) — Google has secured a NT$6.28 trillion (US$200 billion) deal with AI startup Anthropic, a move expected to boost demand for AI computing infrastructure and benefit Taiwanese suppliers, including TSMC, MediaTek, Foxconn, and Quanta Computer.
The news lifted sentiment in AI-related stocks, with Google's parent, Alphabet Inc., rising about 2% in after-hours US trading on Tuesday, per UDN. MediaTek shares surged on Wednesday, at one point hitting the daily limit and a record high of NT$3,470 before closing up 8.72% at NT$3,430, while Foxconn and Quanta both gained more than 5%.
US tech outlet The Information on Tuesday reported that Anthropic committed to spending NT$6.28 trillion on Google Cloud services over the next five years under a funding agreement signed in April. The deal could account for more than 40% of the cloud business backlog Google disclosed to investors last week.
Anthropic declined to comment, while Google referred inquiries back to Anthropic. In April, Anthropic also signed agreements with Google and Google chip partner Broadcom Inc. to secure multiple gigawatts of TPU computing power, with deployments expected to begin gradually in 2027, per HPCwire.
Alphabet has invested up to NT$1.26 trillion in Anthropic, further deepening ties between the companies as both partners and competitors in the AI race, per Reuters. The Information said contracts linked to Anthropic and OpenAI now account for more than half of the roughly NT$62.74 trillion cloud-service backlog held by major providers, including Amazon Web Services, Microsoft Azure, and Google Cloud.
Industry analysts expect the Anthropic deal to further increase demand for Google’s AI computing infrastructure. Taiwanese semiconductor companies in Google’s supply chain, including TSMC and MediaTek, along with AI server makers Foxconn and Quanta, are expected to see another wave of strong orders, UDN reported.
