Who’s getting Anthropic’s compute spending? IPO filing shows where the tech giants really stand
Anthropic's SEC filing for its planned Nasdaq IPO shows the distribution of over $750 billion in computing deals and commitments. Google-designed TPU chips dominate with roughly $400 billion in capacity commitments, including $114.5 billion directly to Google through 2033 and $161.2 billion in Broadcom equipment leases. This outpaces spending commitments to Amazon and Microsoft, despite both companies making substantial investments in Anthropic.
Key points
- Anthropic's IPO filing details $750B+ in computing capacity commitments
- Google TPU chips represent largest share (~$400B), exceeding Microsoft and Amazon commitments
- Includes $114.5B direct Google spending and $161.2B Broadcom equipment leases
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