Anthropic IPO filing puts TSMC and HBM at center of compute risk

In its preliminary IPO registration statement with the SEC, Anthropic detailed how much of its capacity depends on a small group of chip and memory suppliers, mostly in East Asia. TSMC, HBM and direct leasing arrangements are named as central risks.

• Anthropic filed a preliminary IPO registration statement with the SEC
• Capacity depends on a small group of chip and memory suppliers
• Most suppliers are based in East Asia
• TSMC, HBM and direct leasing are named as key risks