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Anthropic locks ~10GW across Amazon, Google/Broadcom and SpaceX

Anthropic locks ~10GW across Amazon, Google/Broadcom and SpaceX

Up to $25bn with Amazon, a multi-gigawatt Google-TPU/Broadcom deal, and a monthly lease of xAI's Colossus 1 output

AI· active L'argent de qui·Le jeu long ·5 takes · ·rbtfl upd 25 juin 2026

Summary

Alongside its $65bn Series H, Anthropic disclosed compute deals totalling roughly 10 gigawatts of reserved training power. Amazon expanded its commitment to as much as $25bn for up to 5GW of dedicated capacity, ~1GW online by end-2026. Google and Broadcom locked a further 5GW of next-generation TPU capacity beginning 2027, reported as a ~$200bn-over-five-years commitment. Separately, Anthropic agreed to rent the entire output of Spacex/xAI's Colossus 1 data centre at ~$1.25bn/month through May 2029, 220,000 H100-class GPUs and 300MW immediately. The pledges underwrite the near-$1tn valuation and rival Openai's Nvidia-anchored build-out.

By the numbers

  • ~10GW, total reserved training power.
  • up to $25bn, Amazon commitment, up to 5GW.
  • 5GW, Google/Broadcom TPU capacity from 2027.
  • ~$1.25bn/month, SpaceX Colossus 1 lease through May 2029.
  • 220,000, H100-class GPUs in the Colossus 1 deal.

Why it matters

Compute reservation has become the real moat: Anthropic's valuation rests as much on locked gigawatts as on revenue. The Google/Broadcom TPU tilt diversifies away from Nvidia and gives Google a strategic supply hook into a rival; renting xAI's Colossus output ties two competitors together through SpaceX.

What to watch

  • Whether the 2027 TPU capacity arrives on schedule.
  • Power and grid constraints on the Amazon 5GW build.
  • Whether Nvidia's share of frontier-lab compute keeps eroding to custom silicon.