According to its S-1 filing, Anthropic will spend at least 44.9 billion USD with Microsoft between November 2026 and May 2033, regardless of usage, and the agreement is mostly non-cancellable. It has also committed 114.5 billion USD with Alphabet, 110 billion USD with Amazon through 2036, and about 3.1 billion USD per month with Space Exploration Technologies (SPCX) through 2029. Its future spending commitments exceed 500 billion USD, implying at least 400 billion USD in cloud infrastructure spending over the next several years. In the first half of the year, the company reported an 80.7 billion USD GAAP loss, mostly tied to changes in the valuation of its convertible debt, and spent nearly 9 billion USD on compute and infrastructure.
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MSFTAnthropiccloud computingartificial intelligence
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Related tickers and likely impact
MSFT
▲ Likely positiveMicrosoft
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/26/2026 | 532.75 |
| Change that session | +1.57% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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