Sam Badawi(@Sam_Badawi):Amazon $AMZN and Microsoft $MSFT have secured substantial long-term commitments from Anthropic $ANT, according to its latest SEC filing. Amazon: At least $110B through April 2036 Microsoft: At least $44.9B through June 2033 These are minimum spending commitments regardless of actual usage, and I think this helps explain why hyperscalers are willing to keep investing so aggressively in AI infrastructure despite the pressure on near-term free cash flow.

Sam Badawi

@Sam_Badawi

Stock analyst & creator. Interviews + deep dives on stocks, fundamentals & AI. Origins of Alpha + Quarterly Conviction on YouTube 👇

가입 March 2020

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Sam Badawi@Sam_Badawi

2026.11.02 15:27

Amazon $AMZN and Microsoft $MSFT have secured substantial long-term commitments from Anthropic $ANT, according to its latest SEC filing. Amazon: At least $110B through April 2036 Microsoft: At least $44.9B through June 2033 These are minimum spending commitments regardless of actual usage, and I think this helps explain why hyperscalers are willing to keep investing so aggressively in AI infrastructure despite the pressure on near-term free cash flow.