Anthropic's IPO filing details a $161B Broadcom TPU lease and flags HBM and TSMC supply risk
Anthropic's registration statement, filed Oct 26, shows it trains and serves on Trainium, Google TPUs and Nvidia and AMD GPUs, with about $161 billion in five-year lease payments for Broadcom-built TPU hardware. It warns that HBM supply from SK hynix, Samsung and Micron and reliance on TSMC could constrain growth.
Why it matters
A rare audited look at how a frontier lab buys compute: multi-vendor accelerators, huge leases, and memory supply as the bottleneck.