DEPLOYDatabase

Company

Anthropic

www.anthropic.com

AI safety research company building Claude AI models used for robot reasoning, planning, and human-robot interaction.

Track Anthropic
Founded
2021
HQ
San Francisco, California, USA
Status
Private

Overview

AI safety research company building Claude AI models used for robot reasoning, planning, and human-robot interaction.

Reality check

IPO filing figures (company-claimed)

2025 revenue near $4.6B, up about 12x. Net loss about $42B, of which about $34B is a non-cash accounting charge. About $518B of future compute obligations.

Akamai deal (company-claimed)

Sep 2026: $11.6B over seven years for dedicated Akamai Cloud capacity, expandable by $9B, plus a warrant for up to about 5% of Akamai.

Broadcom chip financing (company-claimed)

Banks are assembling $60B of AI chip financing; Broadcom agreed to lend Anthropic up to $42B toward a $125.2B five-year TPU lease from 2027. Not finalized.

Robot exposure research (company-claimed)

Sep 2026: Robots can perform about 74% of US physical tasks but are cost-competitive for only 0.3% of job tasks today; reaching 10% could take about 40 years.

IREN cloud deal (company-claimed)

An unannounced multiyear cloud deal with IREN; dollar value, capacity and start date were not disclosed.

Verified record

Verified deployments
None on file
Active incidents
None on file

Valuation of record

DEPLOY VERIFIED
$380B (reported, approximate)as of Feb 2026

Priced roundSeries G post-money

See the full valuations ranking →

Key facts

Stream Data Centers talks (reported, unconfirmed)

Sep 2026: early talks to lease up to about 1 GW from Apollo-owned Stream Data Centers.

Decart acquisition talks (reported, unconfirmed)

Sep 2026: explored acquiring Decart for about $6B after diligence, then walked away in early September; may still pursue other collaboration. Neither side commented.

Data center lease commitments (reported, Oct 2026)

The Information: about $530B of signed data center leases toward roughly 15 GW; capacity path 1.4 GW in 2025, 5 GW in 2026, 9.5 GW in 2027, over 15 GW in 2028.

Osaka data center talks (reported, unconfirmed)

Nikkei, Oct 2026: NTT Data in final talks to build Anthropic's first dedicated Japan data center in Osaka; up to 500 MW, up to 1 trillion yen, partial operations as early as 2028.

Project North Star pricing (reported, Oct 2026)

FT: Anthropic offered Blackstone a 10% coupon on $9B of an $18B junior tranche in a $60B package for about 1.5 GW of Google TPUs, up from 8.5% on a $4.4B deal four months earlier.

Credit rating (reported, Oct 2026)

FT reports KBRA rated Anthropic one notch below investment grade in June 2026, and the new junior debt is expected to get a similar rating.

Second Nscale deal talks (reported, Oct 2026)

Bloomberg: talks with Nscale on a second compute deal worth about $45B for another building at Monarch in West Virginia, about 460 MW on Vera Rubin. Not final.

Draft S-1 compute plans (reported, Oct 2026)

WSJ: could spend up to $750B on compute in coming years, incl. deals in negotiation; about $450B of noncancelable cloud deals over a decade ($111B Google, $110B AWS, $31B Microsoft).

H1 2026 results in draft S-1 (reported, Oct 2026)

WSJ: revenue $16.3B vs $1.1B a year earlier; net loss $80.7B, of which $72B was non-cash; about 20% of revenue came from two customers.

Compute commitments in S-1 (company-reported, Oct 2026)

Broadcom TPU leases $161.2B, SpaceXAI up to $120.5B, Google $114.5B, Amazon $110.0B, Microsoft $44.9B, Nscale up to $44.6B and Lambda $41.3B, about $637B in total.

Further compute estimates (company-estimated, Oct 2026)

Estimates $125B to $150B for more TPU compute delivered 2028 to 2031 and over $20B for AMD Helios systems from 2027, both outside the commitments table.

H1 2026 results in S-1 (company-reported)

Six months to Jun 30 2026: revenue $16.29B, net loss $80.75B, operating cash flow $3.93B and capex $482M.

Prepaid expenses (company-reported, Oct 2026)

Prepaid expenses fell from about $4.4B at end of 2024 to about $0.48B at Jun 30 2026. Nscale and Lambda fees accrue only as capacity is delivered and accepted.

Broadcom chip financing set (counterparty-stated, Oct 2026)

A $63B SPV funded by BofA, Blackstone, Citi and Morgan Stanley will buy Broadcom XPUs and networking and lease them to Anthropic, with deliveries starting in 2027.

SpaceX's largest customer (reported, Oct 2026)

Bloomberg reports Anthropic is the unnamed Customer B behind 34.5% of SpaceX's Q3 2026 revenue. Not confirmed by either company.

Beacon Alberta campus talks (reported, unconfirmed)

Globe and Mail, Oct 2026: in talks to lease Beacon Data Centers' planned Sturgeon County campus near Edmonton, served by a 920 MW gas plant. Both companies declined comment.

Committed compute and infrastructure spend (company-disclosed)

Purchase commitments and lease agreements with an aggregate committed spend of about $895.4 billion, substantially all related to compute and infrastructure, per its amended IPO prospectus.

Gas generator commitments (reported, unconfirmed)

Bought commitments for 1.7 gigawatts of gas-fired generators from OnePWR Solutions in late September in a deal worth about $3.4 billion, per the Financial Times; Anthropic did not respond to requests for comment.

Data & sources

Company filings

3

Press releases

1

News coverage

6

Web sources

29

39 sources backing this record.View all →

Partnerships

Every company Anthropic has built with, alongside the ones only announced in a press release.

7 total4 operating3 just announced

Most-frequent partners

  1. 1Accenture1× joint
  2. 2Amazon1× joint
  3. 3EverWind Fuels1× joint1 total
  4. 4IREN1× joint3 total
  5. 5Lambda1× joint2 total
  6. 6Nscale1× joint

Most recent

  1. Anthropic x Lambda (GPU compute agreements)2026-10-26
    with Lambdaoperating
  2. Anthropic x SpaceXAI (GPU compute arrangements)2026-10-26
    with xAIoperating
  3. Anthropic x Nscale (GPU services agreements)2026-10-26
    with Nscaleoperating
  4. Anthropic x EverWind (Point Tupper data centre lease)2026-10-16
    with EverWind Fuelsjust announced
  5. IREN x Anthropic (multiyear cloud)2026-10-11
    with IRENjust announced

Relationships

AAccentureDeployerAAmazonInvestorLLambdaTechnology partnerXxAITechnology partnerNNscaleTechnology partnerEEverWind FuelsTechnology partnerIIRENTechnology partner

Current leadership (9)

Founders (8)

See all founders across the registry →

Safety record

No incidents on record for Anthropic.

Only active incidents are counted. Retracted incidents are excluded from this summary but remain reachable at their canonical URLs.

Full safety record: incidents, sourcing, and exposure data →

Anthropic on the data-center map

Every verified data center Anthropic operates that has a mapped coordinate (1 total). Filled circles are Tier-2 facilities and Tier-1 campuses under this operator; click any pin to open its record.

Anthropic data centers (1)

AI data centers Anthropic operates or is a party to, from the DEPLOY data center registry.

Brains developed (2)

Recent coverage

Anthropic in third-party press

DeepSeek aims to rival Anthropic with new coding agent

Nov 2, 2026

DeepSeek Unveils Autonomous Coding Agent Prototype

Nov 2, 2026

Google, Anthropic and others to support new AI crawling opt-out standard

Oct 31, 2026

Mentioned on (33)

Registry pages whose text names Anthropic.

Robots and products (3)

Embodied Moxie, Moxie, Brilliant Labs Frame