, 9 min read
Anthropic's $895 Billion Compute Bill, Decoded
Anthropic's amended IPO filing puts a number on its compute commitments for the first time: about $895.4B, with $69.8B due in the next 12 months. Here's what's inside that number, who gets paid (Broadcom tops the list, not Nvidia), why Q3 swung to a loss on pricey short-term compute, and what it means for the neoclouds.