Anthropic plans $750B compute spend over 7-10 years; Meta reportedly drives a fifth of revenue
danshipper · x · 2026-10-21
- WSJ reviewed Anthropic's new draft prospectus: the company plans to spend roughly $750 billion on compute over the next 7-10 years.
- Committed deals: $111B with Google Cloud, $110B with AWS, $31B with Microsoft, $86B with Nscale and Lambda, $160B with Broadcom, plus $150B more under negotiation.
- Andrew Curran notes xAI's Colossus is absent from the list, speculating another $85B through 2029 may be pending or cancelled.
- An unverified claim circulating: about one-fifth of Anthropic's H1 revenue comes from two unnamed customers, alleged to be Meta and Every.
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