Anthropic has now signed up for nearly $900 billion in AI compute and infrastructureThe exact figure is $895.4 billion i…
Anthropic has now signed up for nearly $900 billion in AI compute and infrastructure
The exact figure is $895.4 billion in purchase commitments and leases, more than 50x its Q3 revenue of $17.0 billionAbout $447.5 billion is expected before the end of 2030, with nearly all of the rest landing between 2031 and 2045$69.8 billion comes due in just the next 12 monthsThe numbers come from the updated S-1 Anthropic filed with the SEC as the $Anthropic(ANT.US) IPO heads toward a Nasdaq listingAnd it is resurfacing on one of the worst days for tech since April 2025, with $NVIDIA(NVDA.US), $AMD(AMD.US) and the chip names hit hardest on fears the AI buildout slowsWhen one AI lab has committed to almost $1 trillion of compute, the whole AI trade from $NVIDIA(NVDA.US) to $Amazon(AMZN.US) to $Alphabet(GOOGL.US) is leaning on that revenue showing up on scheduleSource: StockMarket.News
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