Anthropic's S-1 reveals $434.5B in contracted compute, with SpaceX the largest counterparty
_AustinCalvert_ · x · 2026-10-26
Anthropic has filed its S-1 IPO registration with the SEC. A chart compiled from the filing shows $434.5B in contracted compute commitments: SpaceX (formerly xAI, now a SpaceX subsidiary) $120.5B, Google $114.5B, Amazon $110.0B, Microsoft $44.9B, and Nscale $44.6B — plus an estimated $125–150B in additional TPU spend and $20B+ for AMD Helios systems outside the commitments table. The SpaceX deal runs $3.1B/month at full delivery from December 2026, cancellable on 90 days' notice after non-cancellable periods end in early 2027.
Related event: Anthropic's S-1 Reveals Up to $600B+ Infrastructure Commitments(4 posts)→
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