The AI row of the capex table in the S-1 should be a pretty close approximation.
replyNobody pays MSRP at that scale
replyGiven global demand and that they were late to the order party, they probably paid more lol
replyCloser to 18b than 40. Running costs are 1-2b a year.
replyMore like $25 billion since 2025, with $7 billion of spending in the past 3 months. Look at page 22 of the filing.
replyAnthropic is getting capacity from Colossus 1 not Colossus 2 it sounded like. The initial colossus capex was under $5B, making that an even more astounding payoff.
replyEdit: S1 states both are being leased so the 20-25B initial investment probably more relevant
The S-1 states that it gets capacity from both Colossus 1 and Colossus 2.
reply... and a sign Anthropic couldn't find enough compute anywhere else, so they had to bite the bullet. Interesting.
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