Anthropic adds over $10 billion in compute commitments to Microsoft and Google ahead of IPO

A revised S-1 filing shows the Claude developer has locked in roughly $895.4 billion in total compute and infrastructure obligations Anthropic has 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. The updated disclosure raises the Claude developer’s minimum obligation to Microsoft to at least $44.9 billion. Its commitment to Google now sits at approximately $121.3 billion. The amended S-1 reflects the added commitments as of early November 2026. It follows Anthropic’s initial S-1, which was dated October 26, 2026. The Microsoft agreement runs through mid-2033. The Google deal extends through July 2033. Both are largely non-cancelable, with the main exception being a material breach.

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