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Re:Anthropic reveals $900B AI spending commitments ahead of IPO by digitaltrees on Monday November 02, 2026 @03:36PM (#50343353)
$900b contract spending / $30b = 30 years of revenue.

That’s wild. They have committed to absolutely insane growth with no margin for error.

Re:Anthropic reveals $900B AI spending commitments ahead of IPO by TYPE_FASTER on Monday November 02, 2026 @04:04PM (#50343725)
And half of it will happen by the end of 2030. I don't know finance well enough to conjecture that these purchases and lease agreements via equity, but maybe that's their plan to reduce the hit. Or, if they will trade tokens for goods and services as part of these agreements. No clue if that is something they could do.

It just seems like, given what we know about how things have worked so far in the AI space, that paying for the entirety of these agreements is not likely.

Re:Anthropic reveals $900B AI spending commitments ahead of IPO by gizmodo59 on Monday November 02, 2026 @04:04PM (#50343723)
their this year projection at a minimum is above 60B? and its not going to be the same every year.. so not sure how 30 years of revenue is your estimate.
Re:Anthropic reveals $900B AI spending commitments ahead of IPO by ActionHank on Monday November 02, 2026 @04:19PM (#50343924)
And also, because no one seems to see it, negative profit for the foreseeable future whilst competitors have locked in "good enough" and a fraction of the price.
Re:Anthropic reveals $900B AI spending commitments ahead of IPO by ares623 on Monday November 02, 2026 @04:27PM (#50344017)
Hey they're just like me and my mortgage! And I consider myself very high AAA investment grade.