Anthropic just told regulators it's looking at $895 billion of AI computing In an updated IPO prospectus, Anthropic disclosed about $895.4 billion in purchase and lease commitments — mostly for computing power. About $70 billion is coming due in the next 12 months; About half of the amount is expected by the end of 2030. Biggest named partners in cycle failures: Broadcom ~$161B, Google ~$121B (with additional chip spending estimated above), SpaceX up to ~$121B, Amazon at least ~$110B. Third-quarter revenue was about $17 billion, up 47% quarter-on-quarter — and the company returned to an operating loss as short-term computing became more expensive. Planned Nasdaq ticker: Ant.

Anthropic just told regulators it's looking at $895 billion of AI computing In an updated IPO prospectus, Anthropic disclosed about $895.4 billion in purchase and lease commitments — mostly for computing power. About $70 billion is coming due in the next 12 months; About half of the amount is expected by the end of 2030. Biggest named partners in cycle failures: Broadcom ~$161B, Google ~$121B (with additional chip spending estimated above), SpaceX up to ~$121B, Amazon at least ~$110B. Third-quarter revenue was about $17 billion, up 47% quarter-on-quarter — and the company returned to an operating loss as short-term computing became more expensive. Planned Nasdaq ticker: Ant.