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

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

- Source: Rohan Paul
- Published: 2026-11-11T04:14:38.000Z
- Bad Influence: https://badinfluence.news/items/xytxonz6waar4mjym6qigl0t9
- Original: https://x.com/rohanpaul_ai/status/2120369586096976098

## Summary

Anthropic 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.

## Why it matters

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.

## Post

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.

![](https://badinfluence.news/api/img-proxy?u=https%3A%2F%2Fpbs.twimg.com%2Fmedia%2FHW0QfMVaAAA8mdU.png&mode=thumb&exp=1794614400&sig=50add66515f124d9)

## Quoted post @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.

https://x.com/rohanpaul_ai/status/2120224979098939403