Anthropic files for IPO with over half trillion dollars in infrastructure commitments

Anthropic filed paperwork to go public on October 26, 2026, revealing it has promised to spend around $518 billion on computing infrastructure through the 2030s.

The AI company has made large deals with several tech giants. It agreed to pay Amazon at least $110 billion and Google at least $114.5 billion for cloud computing services. It also committed about $31.4 billion to Microsoft and around $161.2 billion to Broadcom for equipment. A deal with SpaceX could reach $120.5 billion by 2029.

These relationships are complicated. Amazon, Google, and Microsoft have all invested money in Anthropic and buy its AI products. But they also build their own AI systems and compete directly with Anthropic, which could create conflicts of interest.