Anthropic S-1: it spent just $482M on capex in H1 2026, leasing most of its compute, and its capex is almost entirely outsourced via $782B in lease obligations (Tim Culpan/Culpium)

[Opinion] Anthropic owns almost nothing. Revenue per employee hit $6.6 million. Obligations pass $780 billion. — Good Evening from Taipei,

culpium.com ·3h ago

We haven't written up this one. Techmeme has the full story — the link below goes straight to it.

Read the original at culpium.com →

More in AI

Microsoft offers a quarter of its global workforce voluntary buyouts as AI spending accelerates

Microsoft has offered 60,000 employees, or about 27% of its global workforce, voluntary buyouts as the software giant spends heavily on artificial intelligence.

3h ago ·toronto.citynews.ca

Microsoft offers a quarter of its global workforce voluntary buyouts as AI spending accelerates

3h ago ·winnipegfreepress.com

FBI considering espionage case against Saudi OpenAI suspect: Report

FBI considering espionage case against Saudi OpenAI suspect: Report Submitted by MEE staff on Mon, 10/26/2026 - 14:51 Engineer Abdulrahman Alfozan is accused of secretly recording conversations in the…

3h ago ·middleeasteye.net

Elon Musk’s SpaceX agrees to $40B Apollo-managed lease for Nvidia AI chips due in 2027

SpaceX has announced a $40 billion financing lease with Apollo Global Management for advanced Nvidia hardware. This agreement primarily supports the company's Grok AI services and cloud customer…

3h ago ·timesofindia.indiatimes.com

Will the real Anthropic please stand up

This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here.

3h ago ·technologyreview.com

‘Bold but sane’: what we learnt from Anthropic’s 240,000-word IPO filing

Prospectus details AI lab’s ‘mission’, $800bn data centre commitments and extraordinary governance structure

3h ago ·ft.com