Anthropic’s amended pre-IPO filings disclose about $895.4 billion in spending commitments under purchase agreements and leases, almost all tied to compute and infrastructure, Axios reports. Roughly $447.5 billion is expected to fall due by the end of 2030, with most of the remaining $447.9 billion landing between 2031 and 2045. About $70 billion comes due in the 12 months after September 30, 2026.
The Register reports that deals with Microsoft, Google, Amazon and Broadcom total $437 billion and are non-cancellable. The total includes about $100.2 billion of commitments signed after September 30, and additional estimated payments could push it past $1 trillion.
Third-quarter revenue was about $17 billion, up nearly 47% from the prior quarter. The filing shows how heavily the company is betting that demand for its AI models will keep growing to cover obligations that stretch to 2045.