Anthropic 在当日修订的 S1 文件中披露与 Microsoft 和 Google 达成超 100 亿美元的新协议。Microsoft 承诺到 2033 年 6 月支出至少 472 亿、最高 492 亿美元，Google 最低承诺从约 1145 亿升至约 1213 亿美元，两笔均不可撤销、无论是否使用容量都须付款。文件还提到上季度短期算力支出 50 亿美元且价格明显更高。
S1 修正案披露了 Microsoft 和 Google 云承诺的最新金额和不问使用照付的条款，可以据此理解 Anthropic 的算力开支结构。
Anthropic reveals in its amended S1 filing today, more than $10 billion in new agreements with Microsoft and Google.
The Microsoft deal now covers at least $47.2B and up to $49.2B of spending through June 2033, up from a $44.9B minimum.
Google’s minimum rose from about $114.5B to about $121.3B through July 2033, and both deals must be paid whether or not Anthropic uses the capacity.
That extra long-term capacity could ease its reliance on short-term compute, which cost $5.0B last quarter at significantly higher prices.
在 X 查看被引用的帖子Anthropic forges ahead with IPO roadshow
They will sell up to 825M shares at $70 to $78 each, a range that values it at as much as $1.4T.At the top of that range the deal raises about $64.4B, and Anthropic itself takes roughly $62.5B from 801M new shares.
Existing stockholders are selling only 23.6M shares, so almost all the cash funds the company instead of letting early investors exit.
Earlier talk had pointed to as much as $2T, and the cut follows a tech selloff and midterm results showing voters souring on AI data centers.
Even reduced, the price sits above the $1.25T private valuation OpenAI reached last week.
Shares are expected to start trading on Nasdaq under the ticker “ANT” as soon as Thursday or Friday next week.
来源：Rohan Paul · x.com