Anthropic's IPO filing details $750 billion compute spending plans

The WSJ has seen Anthropic's new draft prospectus. Some numbers: They plan to spend three-quarters of a trillion dollars on compute over the next seven to ten years. - $111 billion on Google cloud computing contracts - $110 billion with Amazon Web Services - $31 billion on Microsoft - $86 billion on Nscale and Lambda - $160 billion on Broadcom - $150 billion in additional compute deals under negotiation I don't see Elon/Colossus listed here? So unless they put that under future negotiations (which seems odd) I think that's another $85 billion through 2029. Unless it's been been cancelled? It only requires 90 days notice to do so. Around one-fifth of Anths revenue in the first half of 2026 came from just two unnamed customers. They expect a 'significant portion' of their revenue will come…

SITUATION DETECTED: In a new draft prospectus Anthropic says they could potentially spend $750 billion on compute and infrastructure over the next seven to ten years, per WSJ.

Imagine you make $1 a day. You have a chance to 10x the amount every year. You have to pay $8,000 upfront to take that chance. If it hits, you went from making $365/year to $3,650/year. If it hits twice, you now make $36,500 a year. (Anthropic 16x’d their revenue this year)

Anthropic, the company behind Claude, lost $80.7 billion in six months, according to its draft IPO filing. About $72 billion of that happened because the company got more valuable, and if its value had crashed instead, the same accounting rule would have booked it a gain on paper. That sounds made up, so here's how it works. When Anthropic raised money, a lot of it came in through convertible notes and similar deals. Think of them as IOUs that turn into stock later. Accounting rules make the company list those IOUs as something it owes, and price them at whatever that future stock is worth today. Anthropic started 2026 valued at around $350 billion. It raised at $380 billion in February, and by late May it closed a $65 billion round at $965 billion, passing OpenAI. Every jump made those…