Anthropic, the company behind Claude AI models, has secured contracts worth up to $517 billion in cloud, chip, and data center commitments over the next decade. This represents a dramatic escalation from the previously projected $180 billion through 2029. Amazon and Google are supplying 11 gigawatts of capacity for over $300 billion, while Microsoft Azure signed a $30 billion contract. SpaceX accounts for approximately $45 billion, and Lambda and nScale together total $80 billion over six years. Anthropic’s annualized revenue run rate has climbed to approximately $65 billion, with the company widely expected to pursue a public offering.
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