Anthropic Has Signed $517B of Compute Commitments Covering 14.8GW in Eleven Months

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The Information tallies Anthropic's compute agreements since October 2025 at $517 billion across 14.8GW, with Google and AWS supplying roughly 11GW of that combined and SpaceX, Microsoft, Lambda and Nscale making up the rest. Most are take-or-pay reservations, so the minimum spend holds whether or not the capacity gets used. The number is an upper-bound derived from leases and chip capacity phasing in past 2030, not a disclosed budget, and it is roughly 3x an earlier $180B-through-2029 estimate.