Anthropic's projected $70 billion compute bill next year exceeds its full-year revenue; podcast analysis breaks down S-1 details

After listening to the Prof G Markets podcast, Saito published an analysis of Anthropic's revised S-1 filing. He noted that the company has committed $895 billion in computing power and data center capacity over the coming years, with $70 billion maturing within the next 12 months—surpassing its annualized revenue of $68 billion (quarterly revenue was $17 billion, a year-on-year increase of 12 times but a quarter-over-quarter slowdown from 144% to 47%).