AI
Anthropic's amended filing puts its compute bill at $895 billion
Anthropic's first S-1 amendment fills in the third quarter: revenue of $17.0 billion, more than eleven times the year-earlier figure, and a net loss of $23.3 billion that the filing ties largely to revaluing convertible notes. Purchase commitments and leases total $895.4 billion, substantially all for compute and infrastructure, with $447.5 billion due before 2031 and $69.8 billion inside twelve months. Nine-month revenue reached $33.2 billion against a $1.3 billion operating loss.