Anthropic Amended S-1 Discloses Q3 Revenue Near $17B and $895.4B in Compute Commitments

Anthropic's amended S-1 reports Q3 revenue of roughly $17B (up about 1,127% YoY) and a Q3 net loss of $23.29B, driven mainly by convertible-note and derivative fair-value changes. Nine-month revenue is $33.24B, and purchase commitments and lease agreements now total ~$895.4B, 'substantially all of which is related to compute and infrastructure.' NYT reporting ties this to a 3.5GW+ compute spread across Amazon, Google, SpaceX (Nvidia), Microsoft and AMD.