Post
Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
Per Reuters, Anthropic has $252 billion in non-cancelable compute obligations across Microsoft, Google and Amazon, and $161.2 billion in Broadcom TPU lease obligations that are "largely non-cancelable". Truly insane. $413 billion in non-cancelable contracts.
https://www.reuters.com/business/anthropics-518-billion-ai-buildout-hinges-largely-deals-that-cannot-be-canceled-2026-09-29/
2026-09-29T16:52:52.161Z