BIG MOVE: Anthropic disclosed a record $895B in future AI infrastructure purchase…
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BIG MOVE: Anthropic disclosed a record $895B in future AI infrastructure purchase commitments and leases. Broadcom, Google, SpaceX and Amazon sit among the partners. About $448B of that is expected by the end of 2030. Q3 revenue sat near $17B. That is not a press release. It is a multi-year compute lock-in that decides who gets capacity when demand spikes. The founders who ship on that stack early will have models, latency and margin the rest of the market is still waiting for. PS: Claude is the product layer founders actually ship on. I spent months breaking it down 👇 1. How Claude Code'
Posted by Guillermo Flor (14k followers) 1 h ago · 0 likes · 155 views · view the original post on X. Kept by the Dev Radar as AI dev tools.
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