The Big OneDeals
Anthropic reports roughly $17 billion in third quarter revenue in amended S-1
Anthropic reported updated financials in an amended Form S-1 filing with the Securities and Exchange Commission on Monday: roughly $17 billion in revenue in its third quarter. In the filing, Anthropic said its aggregate committed spend on purchase commitments and lease agreements is about $895.4 billion, "substantially all of which is related to compute and infrastructure." CNBC reports that third quarter revenue increased around 47%, down from 144% growth in Q2 and 132% in Q1.
NoteGrowth slowed quarter to quarter while compute commitments grew large, a pairing lenders to AI infrastructure will read closely.
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