Megadose Models, research, and what moved.

Updated S-1: Anthropic commits ~$10B more to Microsoft and Google cloud by 2033; it can cancel a $34.9B Lambda deal over a delay but doesn't currently plan to (Aaron Holmes/The Information)

Techmeme ·
Anthropic has a way out of its $34.9 billion Lambda deal, but currently intends to keep it.

A delay gives Anthropic the right to cancel the agreement, according to the updated S-1 described in Techmeme’s note. The filing also adds roughly $10 billion in cloud commitments to Microsoft and Google through 2033. That figure covers the additional commitments to the two providers combined.

Techmeme's note

score 8

Categories: Money & Moves