Anthropic's amended S-1: $170B+ Microsoft/Google compute deals, IPO at up to $1.4T valuation
rohanpaul_ai · x · 2026-11-11
Anthropic's amended S-1 filing reveals Microsoft compute commitments raised to $47.2–49.2B through June 2033 and Google's to $121.3B through July 2033, payable regardless of usage — hedging reliance on short-term compute that cost $5B last quarter. The IPO roadshow continues: up to 825M shares at $70–78, valuing it as high as $1.4T and raising $64.4B, nearly all going to the company as existing holders sell only 23.6M shares.
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