> The filing directly discloses for the first time that Anthropic has agreed $895.4bn in purchase commitments and lease agreements for computing power and infrastructure, of which $447.5bn is expected to be incurred before the end of 2030.

So $448 billion committed, with unclear cancellation terms, through the next ~48 months.

Clearly this will be rising over time, but even a naive division results in $10bn per month of compute spending.

That honestly doesn't seem so bad relative to some of the claims I've seen? Their Q3 revenue is about $5.6bn per month and it's rising. They have so much money in the bank waiting to be deployed that they get a billion dollars of interest per year. Investors are desperate to put more money into the company.

They spend a lot on compute, but rolling it up into cumulative spend numbers makes it sound scarier.