Anthropic's S-1 reveals $500B+ in compute deals: Broadcom $161.2B, SpaceX up to $120.5B
Kr00ney · x · 2026-10-27
Anthropic's S-1 filing discloses its compute capacity deals, totaling well over $500B:
- Broadcom: $161.2B over a 5-year term
- SpaceX: up to $120.5B through 2029
- Google: at least $114.5B through July 2033
- Amazon: at least $110B through April 2036
- Microsoft: at least $44.9B through May 2033
- NSCALE: up to $44.6B through 2033
- Lambda: $41.3B through 2034
The commitments span chip suppliers, clouds, and GPU rental providers — one of the largest compute procurement maps in AI history.
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