POPA ReconANTHROPIC'S DRAFT IPO FILING
ANTHROPIC'S DRAFT IPO FILING • Revenue: $16.3B in the first half of 2026 • Net loss: $80.7B, driven largely by accounting charges • Compute spending: nearly $9B in the first half • Cloud commitments: about $450B over the next 7 to 10 years, including $111B with Google and $31B with Microsoft • Nvidia: up to $86B on renting Nvidia chips • Future compute: signaled it could spend $750B on more computing capacity in the coming years • Supply: says cloud partners are unwilling to sell it all the compute it needs
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