Reuters says Anthropic's decade-long AI infrastructure commitments total at least $518B

What changed

Reuters reported on September 29 that a confidential Anthropic IPO filing shows at least $518 billion in AI compute and infrastructure commitments over the next decade, with roughly 80% described as binding even if capacity is not fully used. Major counterparties cited include Google, Amazon, Microsoft and Broadcom. These figures reflect filing disclosures and long-term contractual commitments, not spending already incurred or realized revenue.