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The Markets Desk — Week 46 · Wed 11 Nov 2026
Compute · a party on the Ledger

Anthropic

10 deals · Buyer ×9 · Tenant ×1

Anthropic’s company pageIn the LedgerThe compute board
Every published deal Anthropic is on, newest first
AnnouncedDealRoleKindSizeSource
24 Sept 2026Anthropic commits $11.6B over seven years to Akamai Cloud for CPU workloads; Akamai issues Anthropic a warrant for up to ~5%BuyerCapacity contract$11.6BAkamai 8-K Ex. 99.1, 2026-09-24
18 Sept 2026Nscale agrees to provide Anthropic dedicated GPU infrastructure at its Monarch Compute Campus for up to about $44.6BBuyerCapacity contract$44.6BNscale Form S-1, filed 2026-09-18
22 Jul 2026Anthropic to deploy up to 2 GW of AMD MI450-series GPUs in Helios racks; AMD commits up to $5B equity in AnthropicBuyerChip supplyundisclosedAMD press release, 2026-07-22
6 Jul 2026Anthropic signs a 20-year lease for ~401 MW at TeraWulf's Justified Data campus in Hawesville, Kentucky, ~$19B of contracted revenueTenantSite lease$19BTeraWulf 8-K Ex. 99.1, 2026-07-06
3 Jun 2026Anthropic contracts SpaceX compute capacity across Colossus and Colossus II, about 325,000 NVIDIA GPUs, $1.25B a month through May 2029BuyerCapacity contractundisclosedSpaceX Form S-1/A, 2026-06-03
20 Apr 2026Anthropic commits more than $100B over ten years to AWS for up to 5 GW; Amazon invests $5B now and up to $20B moreBuyerCapacity contract$100BAnthropic announcement, 2026-04-20
6 Apr 2026Anthropic to access ~3.5 GW of next-generation TPU capacity through Broadcom from 2027; Broadcom signs long-term TPU supply with GoogleBuyerChip supplyundisclosedBroadcom 8-K, 2026-04-06
18 Nov 2025Anthropic commits to $30B of Azure compute; Nvidia to invest up to $10B and Microsoft up to $5B in AnthropicBuyerCapacity contract$30BAnthropic announcement, 2025-11-18
12 Nov 2025Anthropic announces a $50B investment in US data centers built with Fluidstack in Texas and New YorkBuyerCapacity contract$50BAnthropic announcement, 2025-11-12
23 Oct 2025Anthropic expands its Google Cloud TPU use to up to one million TPUs, over a gigawatt online in 2026BuyerCapacity contractundisclosedAnthropic announcement, 2025-10-23

Facts only · every row read in its source · a party is matched by its name as the deals state it