Anthropic Adds Over $10B in Microsoft and Google Compute Deals

1 reports archived1 independent sourcesupdated 11/11/2026, 12:14:38

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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.

LATEST/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)T2Nov 11, 12:14·88 pts
Anthropic Adds Over $10B in Microsoft and Google Compute Deals
- Microsoft commitment rises to $47.2B-$49.2B and Google's minimum to about $121.3B, both through 2033
- Both agreements are take-or-pay, billed whether or not capacity is used
- IPO plans up to 825M shares at a valuation of up to $1.4T, raising about $64.4B under ticker ANT
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