The AI Read

Sep 29 2026

Reuters: about 80% of Anthropic's $518 billion compute schedule is non-cancelable or payable regardless of usage

MONEYINFRA

Original reporting

BInvesting.com/Reuters

At least $111.1 billion with Google, $110 billion with Amazon, $31.4 billion with Microsoft and about $161.2 billion of largely non-cancelable Broadcom equipment leases; up to $84.5 billion of xAI capacity is cancelable on 90 days' notice. From a confidential Anthropic has not confirmed.

Named in this event

AnthropicGoogleAmazonMicrosoftBroadcom

Open calls that touch this

Anthropic holds the Sonnet 5 price increase · 70%, resolves November 30th 2026
Anthropic IPOs before OpenAI · 75%, resolves August 6th 2027
OpenAI signs another $10B+ non-Azure compute deal · 65%, resolves August 6th 2027
Anthropic keeps Model 2 unreleased through February 2027 · 70%, resolves March 1st 2027
A second flagship API adopts time-of-day pricing · 55%, resolves February 17th 2027
Anthropic runs no production traffic on Fractile silicon in 2027 · 70%, resolves December 31st 2027

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