The lead
Anthropic's IPO filing reveals $895.4 billion in purchase commitments
Wren Calloway·The Daily
The moat in generative AI isn't algorithmic elegance; it is the willingness to sign away nearly a trillion dollars to rent data centers.
Anthropic has amended its IPO filing to disclose a staggering $895.4 billion in commitments for purchases and leases. Out of that total, approximately $70 billion is due within the next year.
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