These were ~Q1-Q2 commitments based on what Anthropic THOUGHT token maxed compute demand was going to be over next few years. Then Late Q2, and Q3 PRC models dropped floor for token prices. It may very well be that Jevons demand which Anthropic though required 500B of compute now only requires 100B, and unless demand is 5x what they thought, those additional 400B non hardware cancellable commitment are going to be balance sheet concrete shoes.