Anthropic added more than $10 billion in new minimum compute commitments to Microsoft and Google, according to a revised S-1 filing tied to its planned initial public offering. Its minimum commitments to Microsoft now stand at at least $44.9 billion, while its commitment to Google has reached approximately $121.3 billion. The contracts, which run through mid-2033 and July 2033, are largely non-cancellable and require payment even if the reserved capacity goes unused. In total, Anthropic had roughly $895.4 billion in compute and infrastructure commitments as of late September 2026. The company is preparing to list on the Nasdaq under the proposed ticker ANT.
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