Anthropic files an amended S-1 with third-quarter figures and about $895.4 billion of compute commitments
The SEC filing index for Anthropic, PBC lists Amendment No. 1 to Form S-1, file number 333-299633, with a filing date of 2 November 2026 and an accepted time of 09:24:24. The index does not name a time zone. The amendment says the approximate date of the proposed sale to the public is as soon as practicable after the registration statement becomes effective. It also says the registrant amends the statement to delay that effective date until a further amendment says it is effective, or until the Commission determines that it is. The cover still estimates the initial public offering price per share as between a blank dollar figure and a blank dollar figure. The price and totals in the cover table are blank. Anthropic has applied to list Class A common stock on the Nasdaq Global Select Market under the symbol ANT.
Source: SEC Form S-1/A (opens in a new tab), 2 Nov 2026Also: SEC filing index, 2 Nov 2026 (opens in a new tab)
The SEC filing index for Anthropic, PBC lists Amendment No. 1 to Form S-1, file number 333-299633, with a filing date of 2 November 2026 and an accepted time of 09:24:24. The index does not name a time zone. The amendment says the approximate date of the proposed sale to the public is as soon as practicable after the registration statement becomes effective. It also says the registrant amends the statement to delay that effective date until a further amendment says it is effective, or until the Commission determines that it is. The cover still estimates the initial public offering price per share as between a blank dollar figure and a blank dollar figure. The price and totals in the cover table are blank. Anthropic has applied to list Class A common stock on the Nasdaq Global Select Market under the symbol ANT.
The amendment says revenue grew from $0 at commercial launch in the first quarter of 2023 to $17.0 billion for the three months ended 30 September 2026. It says revenue grew 1,127% year over year for that quarter. The summary table, in millions of dollars, shows revenue of $33,242 million and a net loss of $104,039 million for the nine months ended 30 September 2026. A later passage says the net loss for those nine months was $104.0 billion, and that the net losses included changes in fair value of convertible notes, derivative liabilities and SAFEs of $94.3 billion for that nine-month period, primarily from an increase in the fair value of outstanding convertible promissory notes. It says the operating loss was $567 million for the three months ended 30 September 2026.
The amendment says that, as of and subsequent to 30 September 2026, Anthropic has entered into purchase commitments and lease agreements, including short-term commitments and leases not yet commenced, with an aggregate committed spend of approximately $895.4 billion, substantially all of which is related to compute and infrastructure. It says these commitments include approximately $447.5 billion expected to be incurred before 31 December 2030, and that approximately $69.8 billion of them are due in the 12 months following 30 September 2026.
What it means for business: this is an amendment to a registration statement, and the amendment says it is not yet effective. The share price on the cover is still blank. The nine-month net loss in the table is much larger than the quarterly operating loss. The filing ties a $94.3 billion portion of the nine-month net-loss figure to fair-value changes. The $895.4 billion figure is committed spend, and the filing says it is as of and subsequent to 30 September 2026. This describes the amendment. It is not a view on the shares.