Anthropic carries $252B in non-cancelable compute obligations plus $161.2B in Broadcom TPU leases
ns123abc · x · 2026-09-30
Per Reuters (cited by Ed Zitron), Anthropic has $252 billion in non-cancelable compute obligations spread across Microsoft, Google and Amazon, plus $161.2 billion in Broadcom TPU lease obligations that are "largely non-cancelable." Commentators call the exposure "truly insane" — the company is locked into massive long-term compute spending, raising questions about the sustainability of frontier AI labs' compute bets.
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