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Anthropic discloses over $10 billion in new Microsoft and Google compute agreements

AIAnthropic disclosed in an amended S1 filing that it has committed at least $47.2 billion to Microsoft through June 2033 and at least $121.3 billion to Google through July 2033. Both commitments must be paid regardless of actual usage, and the filing says the extra capacity could ease reliance on short-term compute, which cost $5.0 billion last quarter.

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The amended filing sets out minimum spending commitments to Microsoft and Google through 2033, which show how Anthropic has locked in long-term compute capacity.

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Anthropic reveals in its amended S1 filing today, more than $10 billion in new agreements with Microsoft and Google.

The Microsoft deal now covers at least $47.2B and up to $49.2B of spending through June 2033, up from a $44.9B minimum.

Google’s minimum rose from about $114.5B to about $121.3B through July 2033, and both deals must be paid whether or not Anthropic uses the capacity.

That extra long-term capacity could ease its reliance on short-term compute, which cost $5.0B last quarter at significantly higher prices.

Rohan Paul@rohanpaul_ai
Anthropic forges ahead with IPO roadshow They will sell up to 825M shares at $70 to $78 each, a range that values it at as much as $1.4T. At the top of that range the deal raises about $64.4B, and Anthropic itself takes roughly $62.5B from 801M new shares. Existing stockholders are selling only 23.6M shares, so almost all the cash funds the company instead of letting early investors exit. Earlier talk had pointed to as much as $2T, and the cut follows a tech selloff and midterm results showing voters souring on AI data centers. Even reduced, the price sits above the $1.25T private valuation OpenAI reached last week. Shares are expected to start trading on Nasdaq under the ticker “ANT” as soon as Thursday or Friday next week.
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Original title: Anthropic reveals in its amended S1 filing today, more than $10 billion in new agreements with Microsoft and Google.

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