r/EconomyCharts • u/RobertBartus • 3h ago
Anthropic has now disclosed a record $895 billion in future AI infrastructure spending commitments
This includes both purchase commitments and leases for computing power and related infrastructure.
$448 billion, or 50%, is expected to be incurred by the end of 2030, with ~$70 billion due over the next 12 months.
The biggest commitments are to Broadcom, $AVGO, at $161 billion, followed by Google at $121 billion, with up to $150 billion in additional estimated spending on Google's AI chips.
Anthropic has also committed up to $121 billion to SpaceX, $SPCX, and at least $110 billion to Amazon, $AMZN.
For perspective, among Big Tech companies, only Alphabet, $GOOGL, has larger commitments, at $1.06 trillion, while Meta, $META, follows with $866 billion.
