Anthropic's amended S-1 filing details $41.3B Lambda compute commitments through 2034
rohanpaul_ai · x · 2026-11-11
The primary source: Anthropic's S-1/A-2 filed Nov 10, 2026 confirms three Lambda agreements totaling $41.3B through 2034, with the $34.9B August 2026 deal terminable by either party after Lambda missed its facility-lease deadline; no termination notice has been served.
Related event: Anthropic S-1 Reveals $34.9B GPU Deal With Lambda Could Be Canceled(2 posts)→
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