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Anthropic's amended IPO filing raises its Microsoft compute commitment to at least US$47.2 billion and says a US$34.9 billion Lambda agreement can now be terminated
What changed
Anthropic's second amended S-1, filed with the SEC on 10 November, says it has committed to spend at least US$47.2 billion and up to US$49.2 billion with Microsoft between November 2026 and June 2033, regardless of actual usage, after amendments between February and November 2026. Its August 2026 agreement with Lambda, about US$34.9 billion of a US$41.3 billion commitment, is terminable by either party because Lambda did not secure the facility lease by a set date; neither party has given notice and Anthropic says it does not currently intend to terminate. The filing reports an operating loss of US$567 million for the quarter to 30 September 2026, against operating income of US$974 million in the previous quarter, which Anthropic attributes mainly to US$5.0 billion of compute under short-term commitments. The expected IPO price is US$70 to US$78 a share.
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