Anthropic – $4.6 billion in revenue. $42 billion in net losses. $518 billion in obligations. Prediction: Trump announces the US is taking an equity stake in $ANTHROPIC.

$4.6B in revenue, $42B in net losses, and another $518B in cloud and compute obligations.

That’s not an IPO story. That’s a capital furnace with a chatbot attached to it. 😂

At some point, revenue has to grow faster than the cost of keeping the machine running.

— Mo (@optionflys) September 29, 2026

Prediction: Trump announces the US is taking an equity stake in $ANTHROPIC.

First the dinner with Dario Amodei. Then an Oval Office AI announcement.

The US government moving from regulating AI to owning a piece of it?

Would be a massive development. pic.twitter.com/F0YsPzyoi9

— Common Sense Investor (CSI) (@commonsenseplay) September 28, 2026

Anthropic’s leaked IPO prospectus shows $4.6 billion of 2025 revenue, up roughly 12-fold, but a $42 billion net loss. The loss needs context: about $34 billion came from a non-cash accounting charge tied to financing instruments. The operating loss was still more than $8 billion, however, while computing and infrastructure costs reached $7.33 billion.

https://www.reuters.com/business/finance/anthropics-ipo-prospectus-shows-sweeping-ai-vision-surging-costs-2026-09-28/

September 29, 2026 — The more explosive number is the $518 billion of infrastructure commitments. Reuters reports that about 80% is non-cancelable or requires payment regardless of actual usage. Anthropic has commitments of $111.1 billion with Google, $110 billion with Amazon and $31.4 billion with Microsoft, plus roughly $161.2 billion of Broadcom-related equipment leases.

https://www.reuters.com/business/anthropics-518-billion-ai-buildout-hinges-largely-deals-that-cannot-be-canceled-2026-09-29/

AI industry needs to earn $6 trillion by 2031 to justify data centres

https://www.thenationalnews.com/future/technology/2026/09/29/ai-industry-needs-to-earn-6-trillion-by-2031-to-justify-data-centres/

The artificial intelligence industry needs to become creative with new propositions to earn $6 trillion in annual revenue by 2031 and justify the capital being deployed for data centres, a new report from Bain and Company has shown.

Revenue from new product development is projected to become the biggest contributor to the industry, estimated to generate about $4.2 trillion to fund the booming technology’s global market within the next half-decade, the US consultancy said in its latest technology report series on Tuesday.