Anthropic's S-1 filing shows Google Cloud has a minimum commitment of $114.5 billion from April 2026 to July 2033, while Amazon's compute commitment is $110 billion from May 2026 to April 2036, both regardless of actual usage. Amazon and Alphabet are also major Anthropic investors, with Amazon's $13 billion investment valued at $190.4 billion at the end of June and Alphabet having invested at least $13.3 billion. The SpaceX deal of up to $120.5 billion can be terminated by either party with 90 days' notice once its initial periods end in January and March. Microsoft is committed to at least $44.9 billion in cloud compute, while Broadcom has about $161.2 billion in aggregate rent payments, excluding interest, under five-year TPU equipment leases. AMD's deal has no fixed dollar commitment, but Anthropic expects to spend over $20 billion if it obtains the full initial capacity.
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AMZN
• NeutralAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.7T |
| Close on 10/28/2026 | 254.65 |
| Change that session | +0.61% |
GOOGL
• NeutralAlphabet Inc. (Class A)
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.0T |
| Close on 10/28/2026 | 325.61 |
| Change that session | +1.57% |
MSFT
• NeutralMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/28/2026 | 530.83 |
| Change that session | -0.09% |
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