Anthropic 的算力与基础设施合同承诺总额达到 $895.4B，其中 $447.5B 须在 2031 年前支付。具体包括 $161B 的 Broadcom 设备租赁、$121B 与 Google 的合作、最高 $120B 与 SpaceX 的合作以及 $110B 与 Amazon 的合作，且大部分属于不可取消的刚性支出。
Anthropic has committed $895.4B to computing and infrastructure, with $447.5B due before 2031.
$161 B in Broadcom equipment leases, $121 B with Google, up to $120B with SpaceX and $110B with Amazon.
With Amazon and Microsoft backlogged, Anthropic signed up GPU renters like Lambda and former crypto miners like TeraWulf, which already control land and power.
To cut delays further, it buys Nvidia, AMD and Broadcom chips and cooling gear itself, so site operators can install equipment faster.
Only $213.8B can be cancelled or hinges on conditions like partners securing financing, so most must be paid even if demand slows.
It already warns it may need money sooner than expected, so staying at the frontier hinges on revenue outrunning those payments.
来源：Rohan Paul · x.com