
Anthropic's largest stated compute commitment is about $161.2 billion of Broadcom equipment lease rent, according to the S-1 it filed Monday.
That figure excludes interest and covers five-year master equipment leases.
SpaceXAI is next at up to $120.5 billion, over terms that extend into 2029.
Here is how 7 of the filing's compute deals compare, as stated over each deal's term.
Broadcom about $161.2 billion
SpaceXAI up to $120.5 billion
Google at least about $114.5 billion
Amazon at least $110.0 billion
Microsoft at least $44.9 billion
Nscale up to about $44.6 billion
Lambda about $41.3 billion
Some amounts are minimums and others are ceilings, so they don't add up to a single total.
Either party can cancel the SpaceXAI agreements on 90 days' notice after January and March 2027.
The same filing shows first-half revenue jumping to $16.3 billion.
Anthropic's compute bill now runs into the hundreds of billions, and the biggest chip and cloud names all have a piece of it.
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