Anthropic IPO filing reveals where $750B in compute spending goes

Anthropic's IPO prospectus details more than $750 billion in computing deals. Google and Broadcom lead with roughly $400 billion in TPU capacity, followed by SpaceX at $120.5 billion, AWS at $110 billion and Microsoft Azure at $44.9 billion.

• Google and Broadcom get about $400B for TPU capacity through 2033
• SpaceX (formerly xAI) — up to $120.5B, about $3.1B a month at full capacity
• AWS — at least $110B over 10 years; Azure — $44.9B through May 2033
• Anthropic Q2 revenue hit $11.6B with $974M operating profit