Anthropic Adds Over $10B in Microsoft and Google Compute Deals
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.
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Rohan Paul (@rohanpaul_ai) · 2026-11-11 04
Anthropic reveals in its amended S1 filing today, more than $10 billion in new agreements with Microsoft and Google.
The Microsoft deal now covers at least 49.2B of spending through June 2033, up from a $44.9B minimum.
Google’s minimum rose from about $114.5B to about $121.3B through July 2033, and both deals must be paid whether or not Anthropic uses the capacity.
That extra long-term capacity could ease its reliance on short-term compute, which cost $5.0B last quarter at significantly higher prices.
↳ 引用 @rohanpaul_ai (Rohan Paul): Anthropic forges ahead with IPO roadshow They will sell up to 825M shares at $70 to $78 each, a range that values it at as much as $1.4T.
At the top of that range the deal raises about 62.5B from 801M new shares.
Existing stockholders are selling only 23.6M shares, so almost all the cash funds the company instead of letting early investors exit.
Earlier talk had pointed to as much as $2T, and the cut follows a tech selloff and midterm results showing voters souring on AI data centers.
Even reduced, the price sits above the $1.25T private valuation OpenAI reached last week.
Shares are expected to start trading on Nasdaq under the ticker “ANT” as soon as Thursday or Friday next week.
