Anthropic to spend 518 billion on computing
Article excerpt
Anthropic projects committing 518 billion dollars in cloud computing and infrastructure obligations over the coming years. The draft prospectus for its initial public offering, disclosed by the financial press on September 28, reveals the magnitude of its commercial commitments. A large portion of these disbursements is destined for Amazon (AMZN). In April, the creator of the Claude model agreed to transfer more than 100 billion dollars over ten years to Amazon Web Services (AWS), with this agreement alone absorbing one-fifth of the total budget. The regulatory document details the complex financial situation of the software laboratory. Although accounting records reflect heavy losses in its recent operations, the rapid acceleration of its quarterly sales provides sufficient liquidity support to assume the committed payments to the Seattle technology giant. When breaking down the figures by provider, the debt to Amazon amounts to exactly 110 billion dollars between May 2026 and April 2036. The contractual clause requires transferring the full amounts, even if the actual utilization of the servers turns out to be lower than the reserved capacity. This spending map includes alternative large-scale partnerships. The company agreed to a 5-gigawatt supply with Alphabet (GOOGL) and Broadcom (AVGO), reserved 30 billion in Azure with Microsoft (MSFT), and committed 50 billion with...
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Extracted from this sentence
In the second quarter, the figure exceeded 11.500 billion dollars, multiplying by fourteen year-over-year and facilitating the coverage of its technology bills.
