Anthropic commits at least $111.1 billion to Google through 2033, prospectus shows

Anthropic has reportedly promised Google at least $111.1 billion for cloud and infrastructure services between April 2026 and July 2033. The figure comes from the company’s confidential IPO prospectus. That Google commitment is only one piece of a much larger bill. Across its key partners, Anthropic has signed up for at least $518 billion in minimum infrastructure spending over roughly the next decade. A half-trillion-dollar shopping list The Google deal covers a window running from April 2026 to July 2033. It is the largest single obligation disclosed so far, but the runner-up is close behind. Anthropic has also committed $110 billion to Amazon, covering May 2026 through April 2036. Microsoft is in the mix too, with commitments totaling $31.4 billion. That deal includes provisions allowing cancellation in the event of a material breach. Roughly 80% of the $518 billion total is non-cancelable or payable regardless of usage. Several of the deals reportedly go a step further. They include clauses that require Anthropic to cover the difference if its actual spending falls short of agreed thresholds. The ceiling could rise further. Potential upside to total infrastructure commitments m...