Anthropic has signed $517B of compute commitments covering 14.8GW in eleven months.

The Information's tally since October 2025, with Google and AWS supplying roughly 11GW combined and SpaceX, Microsoft, Lambda and Nscale the rest. Most are take-or-pay, so the minimum holds whether or not capacity gets used. The figure is an upper bound derived from leases and chip phasing past 2030, roughly 3x an earlier $180B-through-2029 estimate. Separately, The Information identified Anthropic as the buyer on Rum Group's $13.7B six-year Georgia deal, which includes a 50.8M share warrant worth ~$364M to the customer. A lab taking equity upside in the landlord it owes a decade of payments to.