Revision History
List of AI compute deals · 6 revisions
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- Add November 2 Anthropic commitment disclosure with timing, conditions and overlap caveats
Version 6 · Nov 3, 2026, 09:30 AM
- Update: added Anthropic's compute commitments as stated in its public S-1 of October 26, 2026 (Microsoft, Google, Amazon, SpaceX.AI, Nscale, Lambda) beside Reuters' report of the confidential draft, and noted the S-1 leaves the $518 billion aggregate blank
Version 5 · Oct 29, 2026, 09:06 AM
- Correction: Meta's 2025 CoreWeave order was not folded into the 2026 agreement; CoreWeave's 8-K shows the $21 billion comes on top of the $14.2 billion
Version 4 · Oct 15, 2026, 11:38 PM
- Correction: the companies confirmed Google's investment of up to $40 billion in Anthropic on 2026-04-24; it was not only a press report. Added its row
Version 3 · Oct 15, 2026, 10:36 PM
- Correction: OpenAI stated the value of its Oracle partnership (more than $300 billion over five years) on 2025-09-23; Oracle has not stated it
Version 2 · Oct 15, 2026, 06:30 PM