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Update
What changedReuters says Amazon and Google are not just major sales channels for Anthropic: they are also investors, key computing suppliers and direct AI rivals. Anthropic’s prospectus warns that relying on a small group of partners could create conflicts of interest and affect its access to computing capacity.
The filing puts those commitments at $54.6 billion in non-cancellable hosting and computing obligations at the end of 2025. By early 2026, Reuters says, Anthropic’s total long-term commitments had risen above $417 billion, covering 3.5 gigawatts of dedicated computing capacity.
The prospectus also says Amazon and Google collected 60% of Anthropic’s $909 million in outstanding customer bills at the end of 2025, up from 42% in 2024. Reuters reports that Anthropic is seeking a valuation of about $2 trillion and plans to spend hundreds of billions in the coming years.
Sources and evidence- EXCLUSIVE: Anthropic IPO prospectus lays bare deep dependence on Big Tech partners – Reuters: Reuters reports that Anthropic’s IPO prospectus describes intertwined relationships with Amazon and Google, more than $417 billion in long-term commitments by early 2026, and other newly reported financial details.
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