{"id":"5fd474ba-cc8c-404b-8655-0b951c57e9d5","name":"Anthropic","slug":"anthropic","description":"AI safety research company building Claude AI models used for robot reasoning, planning, and human-robot interaction.","status":"private","founded":2021,"hq":"San Francisco, California, USA","hqLat":37.7879363,"hqLng":-122.4075201,"hqGeocodedAt":"2026-08-23T21:10:22.580Z","hqAddress":null,"hqPrecision":null,"website":"https://www.anthropic.com","fundingTotal":null,"type":"brain","roles":["data_center_operator"],"reviewStatus":"reviewed","heatIndex":54,"lifecycleState":"active","supersededByCompanyId":null,"sources":[{"url":"https://www.thehindu.com/sci-tech/technology/anthropic-looks-to-secure-more-data-centre-capacity-report/article71499198.ece","title":"Anthropic looks to secure more data centre capacity: Report (cites The Information)","sourceName":"The Hindu","publishedAt":"2026-09-23"},{"url":"https://www.newsquawk.com/headlines/anthropic-is-in-early-talks-to-lease-up-to-1gw-in-compute-capacity-from-a-data-centre-developer-majority-owned-by-apollo-global-management-apo-according-to-the-information","title":"Anthropic early talks to lease up to 1GW from Apollo-backed DC developer (The Information)","sourceName":"Newsquawk","publishedAt":"2026-09-23"},{"url":"https://www.sec.gov/Archives/edgar/data/1086222/000119312526401048/d288154d8k.htm","title":"Akamai Technologies, Inc. Form 8-K (Anthropic Project Plans, Warrant, Jabil Build Request)","sourceName":"SEC EDGAR (Akamai 8-K)","publishedAt":"2026-09-24"},{"url":"https://www.globenewswire.com/news-release/2026/09/24/3368729/0/en/akamai-announces-11-6-billion-multi-year-agreement-with-anthropic-to-support-growing-demand.html","title":"Akamai Announces $11.6 Billion Multi-year Agreement with Anthropic to Support Growing Demand","sourceName":"GlobeNewswire (Akamai press)","publishedAt":"2026-09-24"},{"url":"https://www.reuters.com/business/finance/anthropics-ipo-prospectus-shows-sweeping-ai-vision-surging-costs-2026-09-28/","title":"EXCLUSIVE: Anthropic's IPO prospectus shows sweeping AI vision, surging costs","sourceName":"Reuters","publishedAt":"2026-09-28"},{"url":"https://x.com/wholemars/status/2104730514083168567","title":"wholemars summarizes Anthropic IPO prospectus figures","sourceName":"X (@wholemars)","publishedAt":"2026-09-28"},{"url":"https://www.anthropic.com/research/what-work-can-robots-do","title":"What work can robots do?","sourceName":"Anthropic","publishedAt":"2026-09-30"},{"url":"https://news.bloomberglaw.com/tech-and-telecom-law/broadcom-starts-amassing-60-billion-to-fund-chips-for-anthropic","title":"Broadcom Starts Amassing $60 Billion to Fund Chips for Anthropic","sourceName":"Bloomberg Law (Bloomberg News)","publishedAt":"2026-10-02"},{"url":"https://qz.com/broadcom-60-billion-debt-financing-anthropic-ai-chips-100226","title":"Broadcom raises $60 billion in debt to fund Anthropic AI chips","sourceName":"Quartz","publishedAt":"2026-10-02"},{"url":"https://www.channelnewsasia.com/business/exclusive-broadcom-lend-anthropic-up-42-billion-lease-its-chips-filing-says-6424136","title":"Exclusive-Broadcom to lend Anthropic up to $42 billion to lease its chips, filing says","sourceName":"CNA (Reuters)","publishedAt":"2026-10"},{"url":"https://www.theinformation.com/newsletters/ai-infrastructure/attractive-economics-behind-anthropic-data-center-sprint","title":"The Attractive Economics Behind Anthropic Data Center Sprint","sourceName":"The Information","publishedAt":"2026-10-11"},{"url":"https://aiweekly.co/alerts/anthropic-adds-iren-to-530b-data-center-lease-scramble","title":"Anthropic Adds IREN to $530B Data-Center Lease Scramble","sourceName":"AI Weekly","publishedAt":"2026-10-11"},{"url":"https://x.com/choblin29/status/2109336039991222552","title":"Secondary X summary identifying Anthropic as IREN frontier lab customer","sourceName":"X (@choblin29)","publishedAt":"2026-10-11"},{"url":"https://www.bloomberg.com/news/articles/2026-09-08/anthropic-said-to-walk-away-from-6-billion-decart-acquisition","title":"Anthropic Said to Walk Away From $6 Billion Decart Purchase","sourceName":"Bloomberg","publishedAt":"2026-09-08"},{"url":"https://finance.yahoo.com/technology/ai/articles/anthropic-said-walk-away-6-012511516.html","title":"Anthropic Said to Walk Away From $6 Billion Decart Acquisition","sourceName":"Yahoo Finance (Bloomberg)","publishedAt":"2026-09-08"},{"url":"https://www.investing.com/news/stock-market-news/amazon-in-talks-to-buy-ai-startup-decart-for-around-7-billion-wsj-reports-4942850","title":"Amazon in talks to buy AI startup Decart for around $7 billion, WSJ reports","sourceName":"Reuters (via Investing.com)","publishedAt":"2026-10-11"},{"url":"https://www.anthropic.com/company/leadership","title":"Leadership at Anthropic","sourceName":"Anthropic"},{"url":"https://dealroom.co/news/161790-anthropic-has-signed-about-530b-of-data-centre-leases-and-the-inference/","title":"Anthropic has signed about $530B of data-centre leases","sourceName":"Dealroom News","publishedAt":"2026-10-12"},{"url":"https://x.com/hans_openai/status/2109834565334278197","title":"Anthropic data center leases topping 15 GW","sourceName":"X / hans_openai","publishedAt":"2026-10-13"},{"url":"https://www.channelnewsasia.com/business/ntt-data-in-final-talks-build-anthropics-first-data-centre-in-japan-nikkei-reports-6454731","title":"NTT Data in final talks to build Anthropic's first data centre in Japan, Nikkei reports","sourceName":"CNA (Reuters)","publishedAt":"2026-10-13"},{"url":"https://money.usnews.com/investing/news/articles/2026-10-12/ntt-data-in-final-talks-to-build-anthropics-first-data-centre-in-japan-nikkei-reports","title":"NTT Data in Final Talks to Build Anthropic's First Data Centre in Japan, Nikkei Reports","sourceName":"US News (Reuters)","publishedAt":"2026-10-12"},{"url":"https://www.investing.com/news/stock-market-news/anthropic-signs-lease-for-first-canadian-data-center-4954967","title":"Anthropic signs lease for first Canadian data center","sourceName":"Reuters via Investing.com","publishedAt":"2026-10-16"},{"url":"https://financialnewsletter.com/anthropic-signs-lease-for/","title":"Anthropic signs lease for first Canadian data center","sourceName":"Reuters via Financial Newsletter","publishedAt":"2026-10-16"},{"url":"https://www.ft.com/content/cb4034e1-475f-40b9-a5f9-256e91aacb89","title":"Anthropic offers Blackstone double-digit yield in latest chip financing","sourceName":"Financial Times","publishedAt":"2026-10-16"},{"url":"https://www.investing.com/news/company-news/anthropic-offers-blackstone-over-10-yield-in-60b-ai-chip-financing--ft-reports-4955122","title":"Anthropic offers Blackstone over 10% yield in $60B AI chip financing, FT reports","sourceName":"Investing.com","publishedAt":"2026-10-16"},{"url":"https://news.bloomberglaw.com/capital-markets/nscale-anthropic-in-talks-for-45-billion-cloud-computing-deal","title":"Nscale, Anthropic in Talks for $45 Billion Cloud Computing Deal","sourceName":"Bloomberg","publishedAt":"2026-10-19"},{"url":"https://www.investing.com/news/stock-market-news/nscale-anthropic-in-talks-for-45-billion-cloud-computing-deal-bloomberg-news-reports-4958188","title":"Nscale, Anthropic in talks for $45 billion cloud computing deal, Bloomberg News reports","sourceName":"Reuters (via Investing.com)","publishedAt":"2026-10-19"},{"url":"https://www.finansavisen.no/teknologi/2026/10/19/8388881/ny-milliardavtale-anthropic-i-storforhandlinger-med-nscale","title":"Ny milliardavtale: Anthropic i storforhandlinger med Nscale","sourceName":"Finansavisen","publishedAt":"2026-10-19"},{"url":"https://www.investing.com/news/stock-market-news/anthropic-revenue-hits-163-billion-as-preliminary-s1-outlines-ipo-risks--wsj-4960928","title":"Anthropic revenue hits $16.3 billion as preliminary S-1 outlines IPO risks (WSJ)","sourceName":"Investing.com","publishedAt":"2026-10-20"},{"url":"https://www.sec.gov/Archives/edgar/data/2130357/000162828026067168/anthropicpbc-sx1.htm","title":"Anthropic, PBC Form S-1 registration statement","sourceName":"Anthropic (SEC filing)","publishedAt":"2026-10-26"},{"url":"https://www.anthropic.com/news/s1-sec","title":"Anthropic files S-1 with the SEC for proposed initial public offering","sourceName":"Anthropic","publishedAt":"2026-10-26"},{"url":"https://investors.broadcom.com/news-releases/news-release-details/bank-america-blackstone-citi-and-morgan-stanley-announce","title":"Bank of America, Blackstone, Citi and Morgan Stanley Announce Landmark $63 Billion Financing Structure to Enable AI Compute Capacity in Partnership with Broadcom","sourceName":"Broadcom","publishedAt":"2026-10-26"},{"url":"https://www.investing.com/news/stock-market-news/wall-street-banks-blackstone-line-up-63-billion-to-finance-broadcom-chips-for-anthropic-4973662","title":"Wall Street banks, Blackstone line up $63 billion to finance Broadcom AI chips for Anthropic","sourceName":"Reuters (via Investing.com)","publishedAt":"2026-10-26"},{"url":"https://news.bloomberglaw.com/capital-markets/spacexs-largest-3-billion-a-month-customer-b-is-anthropic","title":"SpaceX's Largest, $3 Billion-a-Month 'Customer B' Is Anthropic","sourceName":"Bloomberg","publishedAt":"2026-10-29"},{"url":"https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm","title":"SpaceX Form 10-Q for the quarter ended Sep 30 2026","sourceName":"SEC EDGAR","publishedAt":"2026-10-23"},{"url":"https://www.theglobeandmail.com/business/economy/article-anthropic-ai-talks-to-lease-beacon-data-centre-near-edmonton-alberta/","title":"Anthropic in talks to lease massive data centre campus outside Edmonton, sources say","sourceName":"The Globe and Mail","publishedAt":"2026-10-30"},{"url":"https://x.com/wallstengine/status/2116241328917082532","title":"Anthropic Beacon Alberta post","sourceName":"X (@wallstengine)","publishedAt":"2026-10-30"},{"url":"https://www.cnbc.com/2026/11/02/anthropic-ant-s-1-quarter-financials.html","label":"Anthropic reports $17 billion in Q3 revenue, purchase commitments of $895.4 billion in revised S-1","title":"Anthropic reports $17 billion in Q3 revenue, purchase commitments of $895.4 billion in revised S-1","mediaType":"article","sourceName":"CNBC","publishedAt":"2026-11-02"},{"url":"https://www.cnbc.com/2026/11/08/anthropic-generator-deal-ai-data-centers.html","label":"Anthropic secures $3.4 billion generator deal for AI data centers, FT reports","title":"Anthropic secures $3.4 billion generator deal for AI data centers, FT reports","mediaType":"article","sourceName":"CNBC","publishedAt":"2026-11-08"}],"keyFacts":[{"label":"IPO filing figures (company-claimed)","value":"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."},{"label":"Akamai deal (company-claimed)","value":"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."},{"label":"Broadcom chip financing (company-claimed)","value":"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."},{"label":"Stream Data Centers talks (reported, unconfirmed)","value":"Sep 2026: early talks to lease up to about 1 GW from Apollo-owned Stream Data Centers."},{"label":"Robot exposure research (company-claimed)","value":"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."},{"label":"IREN cloud deal (company-claimed)","value":"An unannounced multiyear cloud deal with IREN; dollar value, capacity and start date were not disclosed."},{"label":"Decart acquisition talks (reported, unconfirmed)","value":"Sep 2026: explored acquiring Decart for about $6B after diligence, then walked away in early September; may still pursue other collaboration. Neither side commented."},{"label":"Data center lease commitments (reported, Oct 2026)","value":"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."},{"label":"Osaka data center talks (reported, unconfirmed)","value":"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."},{"label":"Project North Star pricing (reported, Oct 2026)","value":"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."},{"label":"Credit rating (reported, Oct 2026)","value":"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."},{"label":"Second Nscale deal talks (reported, Oct 2026)","value":"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."},{"label":"Draft S-1 compute plans (reported, Oct 2026)","value":"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)."},{"label":"H1 2026 results in draft S-1 (reported, Oct 2026)","value":"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."},{"label":"Compute commitments in S-1 (company-reported, Oct 2026)","value":"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."},{"label":"Further compute estimates (company-estimated, Oct 2026)","value":"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."},{"label":"H1 2026 results in S-1 (company-reported)","value":"Six months to Jun 30 2026: revenue $16.29B, net loss $80.75B, operating cash flow $3.93B and capex $482M."},{"label":"Prepaid expenses (company-reported, Oct 2026)","value":"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."},{"label":"Broadcom chip financing set (counterparty-stated, Oct 2026)","value":"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."},{"label":"SpaceX's largest customer (reported, Oct 2026)","value":"Bloomberg reports Anthropic is the unnamed Customer B behind 34.5% of SpaceX's Q3 2026 revenue. Not confirmed by either company."},{"label":"Beacon Alberta campus talks (reported, unconfirmed)","value":"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."},{"label":"Committed compute and infrastructure spend (company-disclosed)","value":"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."},{"label":"Gas generator commitments (reported, unconfirmed)","value":"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."}],"aliases":[],"collisionRisk":"low","reviewNote":null,"atsProvider":null,"atsSlug":null,"factoryLocations":null,"manufacturingCapacity":null,"orgType":null,"burnSignal":null,"litigationEvents":null,"insurancePostureDisclosed":null,"unitEconomicsDisclosed":null,"tickerSymbol":null,"stockExchange":null,"secCik":null,"revenueUsd":null,"revenueBasis":null,"revenueAsOf":null,"employeeCount":null,"employeeCountBasis":null,"employeeCountAsOf":null,"marketCapUsd":null,"marketCapAsOf":null,"marketCapSource":null,"createdAt":"2026-08-09T05:43:47.042Z","updatedAt":"2026-11-09T04:32:07.709Z","jsonLd":{"@context":"https://schema.org","@type":"Organization","@id":"https://registry.deploy.report/companies/anthropic","url":"https://registry.deploy.report/companies/anthropic","name":"Anthropic","description":"AI safety research company building Claude AI models used for robot reasoning, planning, and human-robot interaction.","identifier":"5fd474ba-cc8c-404b-8655-0b951c57e9d5","foundingDate":"2021","address":"San Francisco, California, USA","publisher":{"@id":"https://deploy.report/#organization"}},"framework_metadata":{"framework_schema_version":"0.1.0","verification_status":"verified","maturity_stage":null,"lifecycle_state":null,"architectural_position":{"cohort":null,"sub_cohorts":[]},"within_cohort_verified_vs_claimed_pair":null,"cap_flags":[],"verification_depth":{"sources_count":39,"primary_source_types":["primary-company-ir","primary-sec-filing","secondary-established-publication","secondary-industry-publication"]}}}