Anthropic's confidential IPO filing (source FT and TechCrunch) comes on the heels of its $65B Series H at a $965B...

Anthropic's confidential IPO filing (source FT and TechCrunch) comes on the heels of its $65B Series H at a $965B valuation, with a revenue run-rate of $47B (source 24). Most critically for AI infrastructure, SpaceX's IPO filing reveals Anthropic is paying $1.25 billion per month through May 2029 to lease GPU capacity equivalent to ~325,000 NVIDIA GPUs at SpaceX's Colossus facilities (source 5). This single neocloud deal implies annualized GPU spend of $15B, underscoring insatiable compute demand. Additionally, Nvidia announced Anthropic as an early adopter of its Vera CPU (source 23), further validating the scaling. The IPO will raise substantial capital earmarked for compute expansion, directly benefiting GPU suppliers like Nvidia and TSMC. The economic moat is reinforced by Anthropic's leadership in AI coding (Claude Code) and its rapid revenue growth. This event signals a sustained upward demand trajectory for AI compute infrastructure, with ripple effects on semiconductor supply chains and data center buildouts.