ANTHROPIC'S S-1 SHOWS COMPUTE COMMITMENTS RUNNING ALL THE WAY TO 2045: • Broadcom TPU leases: ~$161.2B in rent • SpaceXAI: up to $120.5B for Nvidia Chips • Google: at least ~$114.5B • Amazon: $110.0B • Microsoft: at least $44.9B • Nscale: up to ~$44.6B • Lambda: ~$41.3B • AMD: no fixed amount; >$20B if it takes the full first tranche Plus ~$245B of payments under new and amended deals signed after June 30.

Longevity biotech is now a market. The Longevity Biotech Report 2026 tracks 3,036 assets across 781 companies and projects a $617BN annual market by 2045. Read it here: Sponsored by MuseCell Innovations: #LongevityBiotech#

Fortum is seeking Swedish state aid for a new 1.2–3.4 GW nuclear plant at Oskarshamn. Sweden wants two new reactors by 2035 and 10 by 2045, backed by state loans and power-price guarantees. #NuclearEnergy# #Sweden# #EnergySecurity#

Anthropic $ANT bought $3.4B of gas generators capable of 1.7 GW, the largest known single power equipment purchase by an AI lab, by taking over orders OnePWR Solutions placed with Caterpillar $CAT two years ago. That gets it equipment in the near term instead of waiting through long backlogs, part of a shift where AI companies bypass utilities, like SpaceX's $SPCX xAI buying $2B of mobile gas turbines and Alphabet $GOOGL buying energy developer Intersect. It comes with nearly $900B of computing commitments through 2045, including monthly payments to SpaceX expected to reach $3.1B by year-end.