Anthropic Signed Over $800 Billion in Compute Commitments Including Deals with Amazon and Google
Host Ed Elson breaks down Anthropic's S-1 filing, revealing over $800 billion in future compute commitments including a $110 billion contract with Amazon and a $115 billion contract with Google, noting that these will eventually explode the company's losses.
“That includes an $110 billion contract with Amazon, a $115 billion contract with Google, and Broadcom.”
Ed Elson
Heard on Prof G Markets — “Why Steve Eisman Isn't Buying Anthropic's IPO”, published Wednesday, October 28, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.