Anthropic has made $330 billion in compute and chip commitments between Google, Amazon, and Microsoft, another $30 billion with CoreWeave and another $15 billion with SpaceX. To pay for this compute, Anthropic must meet its projected revenue of $174 billion a year by 2029. Anthropic has raised $95 billion across rounds in February, April (from Google and Amazon), and May. These funds will be insufficient to cover Anthropic’s costs, as will Anthropic’s cash flow, meaning that it will have to raise at least another $200 billion in the next year.

How people take this seriously? Anthropic is at 45B ARR S-1 shows inference margin climbed to 70% (obviously could drop) So where that 200B number is coming from ?

Anthropic's S-1 is not public yet