Wall St Engine(@wallstengine):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.

Wall St Engine

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Wall St Engine@wallstengine

2026.10.26 14:00

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.