Anthropic S-1 discloses breakdown of compute commitments: total of $542 billion to $567 billion, SpaceX up to $120.5 billion

Anthropic publicly filed its Form S-1 registration statement with the U.S. SEC on October 26, 2026, planning to list on Nasdaq under the ticker ANT; according to a Fortune compilation, its committed future compute and infrastructure spending totals $542 billion to $567 billion. Of this, about $417 billion corresponds to leases and commercial agreements starting between 2026 and 2027 with terms of up to 20 years, and $125 billion to $150 billion corresponds to additional capacity delivered between 2028 and 2031. The compute contract signed with SpaceX's wholly owned subsidiary SpaceX.AI between May and October 2026 is worth up to $120.5 billion, with monthly payments of about $3.1 billion once all capacity is delivered, and it can be terminated with 90 days' notice after the initial non-cancellable period. Financially, revenue in the first half of 2026 was $16.3 billion, with a net loss of $80.7 billion, of which $72.4 billion came from non-cash items.