Updated S-1: Anthropic commits ~$10B more to Microsoft and Google cloud by 2033; it can cancel a $34.9B Lambda deal over a delay but doesn't currently plan to
THE SO WHAT
Another ~$10B locked into hyperscaler spend plus a $34.9B optionality clause with Lambda shows just how concentrated and contractual AI compute has become. If you’re not negotiating multi-year, multi-vendor capacity now, you’re accepting price and priority set by those who are.
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