WSJ sees Anthropic's draft IPO filing
The Wall Street Journal has seen Anthropic's draft IPO filing. A report dated October 21, 2026, said the draft showed Anthropic had first-half revenue of $16.3 billion and a book loss of $80.7 billion, with compute commitments of about $450 billion; the draft also disclosed fixed payments totaling $25.2 billion to Google, AWS and Microsoft over the next 7 to 10 years, payable whether or not the capacity is used. A report dated October 22 said the same draft showed first-half revenue of $16.3 billion, up nearly 14-fold year over year, and a net loss of $80.7 billion, of which about $72 billion came from the revaluation of financing instruments such as convertible notes; compute and infrastructure spending in the same period was nearly $9 billion, about 55% of revenue, and forward compute commitments exceeded $600 billion, potentially reaching as high as $750 billion if additional agreements are finalized. There is currently no further progress confirmed by factual evidence.
evenue of $16.3 billion and a book loss of $80.7 billion, with compute commitments of about $450 billion; the draft also disclosed fixed payments totaling $25.2 billion to Google, AWS and Microsoft over the next 7 to 10 years, payable whether or not the capacity is used. A report dated October 22 said the same draft showed first-half revenue of $16.3 billion, up nearly 14-fold year over year, and a net loss of $80.7 billion, of which about $72 billion came from the revaluation of financing instr
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