Anthropic agreed to spend ~$114.5B on Google compute through July 2033

Anthropic's S-1 filing shows it agreed to spend roughly $114.5 billion on Google through July 2033, covering cloud and compute services for Claude models under long-term infrastructure obligations, potentially averaging about $16 billion annually and validating Google's custom TPUs. The filing also shows a $110 billion Amazon compute commitment through April 2036 and at least $44.9 billion owed to Microsoft through May 2033.

Detected & updated continuously · Source: Nebula