Anthropic amended S-1: $895 billion compute tab, with a warning growth is slowing

Anthropic's amended S-1 , filed with the SEC on Monday, adds roughly $895 billion in committed compute and infrastructure spending to its balance sheet outlook and, in the same document, tells investors the revenue that has to cover it is growing at about half the pace it did a quarter ago.

Key Takeaways Anthropic's amended S-1 reports nine-month revenue of $33.2 billion, up 1,206% year over year, against roughly $895 billion in committed compute and infrastructure obligations. The total compute tab could pass $1 trillion once roughly $150 billion to $175 billion in unfixed commitments are counted. About $451 billion of the total covers leases signed but not yet commenced, expected to begin b…