_**Editor’s Note:**_ Quantum computing stocks are soaring 187%, 413% and even 1,332%. Now a new quantum security company is preparing to open a [final Pre-IPO financing]([link removed]) – before going public on Nasdaq or the NYSE.

[Go here asap to claim your Pre-IPO shares.]([link removed])

Anthropic just revealed the real cost of the AI boom.

The maker of Claude has committed up to $517 billion for computing power. Nearly all of it was signed in the last 11 months.

**As recently as December, Anthropic planned to spend $180 billion on compute through 2029.**

These new deals highlight the rapidly growing demand for Claude. And Anthropic responding by ramping up compute capacity to meet the growing demand.

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The numbers behind the spree are staggering.

Before last October, Anthropic reportedly had 1 to 2 gigawatts of computing capacity lined up. Since then, it has signed deals for at least 14.8 gigawatts more. One gigawatt is enough electricity to power a city the size of San Francisco.

Amazon and Google remain the biggest suppliers — about 11 gigawatts and more than $300 billion over the next decade.

But Anthropic has also been poaching from its rival's camp. In November, it committed $30 billion to rent Microsoft Azure servers. Microsoft is OpenAI's longtime backer.

**Then there's the SpaceX deal.** Anthropic is paying Elon Musk's company $1.25 billion a month through May 2029 to rent AI servers at the Colossus data center — up to $45 billion total.

And just last month, Anthropic signed $80 billion in cloud contracts with two startups: Lambda and Nscale. Nscale happens to be in this fall's IPO pipeline, targeting a roughly $3 billion raise.

Why the rush? It’s because growing demand caught the company off guard.

When I covered Anthropic's IPO filing in July, its revenue was running at about $47 billion annualized. Bloomberg now reports that figure has passed $65 billion — ahead of OpenAI's reported $40 billion. At the end of last year, Anthropic was at $9 billion.

Now for the fine print.

The $517 billion figure is an estimate of multi-year commitments — rentals, chips, and data center leases — some stretching a decade out. Contracts can unwind. The SpaceX deal, for example, reportedly lets either side cancel with 90 days' notice.

And the commitments dwarf current revenue many times over. If Claude's growth slows, unused capacity becomes a margin problem.

That's exactly why this matters now. Anthropic filed confidentially for its IPO on June 1. The public S-1 could land within the coming days, with a roadshow to follow and a listing expected in late September or early October.

Are quantum computing stocks “the next Nvidia?” Several stocks have already delivered triple-digit gains.

[Here’s a link for details on the next big quantum Pre-IPO.]([link removed])

Ian Wyatt
Editor, IPO Watch


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