Anthropic’s registration statement for a Nasdaq listing, filed today with the US Securities and Exchange Commission, sets out a web of payments in which the same handful of technology companies appear as shareholders, lenders, landlords, chip suppliers, sales channels and competitors at once. Commitments reported from the filing put at least $114.5 billion of future spending with Google Cloud, at least $110.0 billion with Amazon and at least $44.9 billion with Microsoft. By PPC Land’s calculation, those three minimums alone add up to $269.4 billion, before counting the $161.2 billion of Broadcom equipment leases, up to $120.5 billion of capacity from SpaceXAI, or the cloud fees Anthropic pays on nearly half of its sales.
The main account of today’s filing covers the revenue, the $80.7 billion first-half net loss and the governance structure. This article follows the money outward: which of the seven largest US technology companies – Apple, Microsoft, Alphabet, Amazon, Meta,…
https://ppc.land/amazon-google-and-microsoft-hold-269bn-of-anthropic-compute-contracts/
