Who supplies Anthropic's compute?

Google, Amazon and Microsoft under multi-year cloud agreements; SpaceX's AI unit, Nscale and Lambda for NVIDIA GPUs; Broadcom through TPU equipment leases; and AMD from 2027.

How much has Anthropic committed to spend on compute?

The S-1 leaves the total blank. It names at least $114.5B with Google, at least $110.0B with Amazon, up to $120.5B with SpaceX's AI unit, about $161.2B of lease rent with Broadcom and at least $44.9B with Microsoft, among others.

Anthropic has filed to go public. ANT does not trade yet.

Figures on this page come from its S-1 filed October 26, 2026. Price, market value and valuation start on the first trading day.

ANT

Anthropic, PBC

Nasdaq (proposed)·Software, Infrastructure · TechnologyPre-IPO

Not trading yet

Price range not set yet

Supply Chain Map

PRO

Every customer and supplier of Anthropic that SEC filings, company releases and earnings calls name, with the quote behind each one, the share of revenue where a filing gives it, and how it moved.

Suppliers · 13 named

Chips and Components 3
Cloud Capacity 4
AI Labs 1
Other Named Suppliers 5

Customers · 13 named

Hyperscalers 1
Other Named Customers 12

TapClick Preview the Tool to see what's inside, then upgrade to unlock ANT's map and every other company's.

Frequently Asked Questions About ANT

Who supplies Anthropic's compute?: Google, Amazon and Microsoft under multi-year cloud agreements; SpaceX's AI unit, Nscale and Lambda for NVIDIA GPUs; Broadcom through TPU equipment leases; and AMD from 2027.
How much has Anthropic committed to spend on compute?: The S-1 leaves the total blank. It names at least $114.5B with Google, at least $110.0B with Amazon, up to $120.5B with SpaceX's AI unit, about $161.2B of lease rent with Broadcom and at least $44.9B with Microsoft, among others.

Anthropic has filed to go public. ANT does not trade yet.

Figures on this page come from its S-1 filed October 26, 2026. Price, market value and valuation start on the first trading day.

ANT

Anthropic, PBC

Nasdaq (proposed)·Software, Infrastructure · TechnologyPre-IPO

Not trading yet

Price range not set yet

Supply Chain Map

PRO

Every customer and supplier of Anthropic that SEC filings, company releases and earnings calls name, with the quote behind each one, the share of revenue where a filing gives it, and how it moved.

Suppliers · 13 named

Chips and Components 3
Cloud Capacity 4
AI Labs 1
Other Named Suppliers 5

Customers · 13 named

Hyperscalers 1
Other Named Customers 12

TapClick Preview the Tool to see what's inside, then upgrade to unlock ANT's map and every other company's.

Frequently Asked Questions About ANT

Who supplies Anthropic's compute?: Google, Amazon and Microsoft under multi-year cloud agreements; SpaceX's AI unit, Nscale and Lambda for NVIDIA GPUs; Broadcom through TPU equipment leases; and AMD from 2027.
How much has Anthropic committed to spend on compute?: The S-1 leaves the total blank. It names at least $114.5B with Google, at least $110.0B with Amazon, up to $120.5B with SpaceX's AI unit, about $161.2B of lease rent with Broadcom and at least $44.9B with Microsoft, among others.