Rohan Paul (@rohanpaul_ai)T2·Industry
88 pts
Anthropic disclosed in its amended S1 filing over $10 billion in new compute commitments with Microsoft and Google: the Microsoft deal rises to $47.2B-$49.2B and Google's minimum to about $121.3B, both running through 2033 and payable regardless of usage. Alongside this, its IPO roadshow plans to sell up to 825M shares at $70-$78, valuing the company at up to $1.4T and raising roughly $64.4B.