Anthropic
One organisation’s compute: who controls it, and what its filings disclose.
6 control relations on record, disclosed 7 times
Control
Receipt
“Anthropic and Google have a longstanding partnership and this latest expansion will help us continue to grow the compute we need to define the frontier of AI.”
Google and Anthropic describe an expansion of up to one million TPU chips, with more than a gigawatt expected in 2026. These rounded commitments do not establish an exact power allocation. Google values the agreement in the tens of billions of dollars.
@misc{scrutica-ctrl-anthropic-alphabet-org-level-capacityreservation-2025-03eb2d,
title = {[Press release concerning Anthropic’s capacity reservation with Alphabet]},
year = {2025},
howpublished = {\url{https://www.googlecloudpresscorner.com/2025-10-23-Anthropic-to-Expand-Use-of-Google-Cloud-TPUs-and-Services}},
note = {Scrutica claim ctrl-anthropic-alphabet-org-level-capacity_reservation-2025-03eb2d. Published Oct 23, 2025.}
}[Press release concerning Anthropic’s capacity reservation with Alphabet] (2025). Published Oct 23, 2025. Scrutica claim ctrl-anthropic-alphabet-org-level-capacity_reservation-2025-03eb2d. https://www.googlecloudpresscorner.com/2025-10-23-Anthropic-to-Expand-Use-of-Google-Cloud-TPUs-and-Services
Receipt
“Anthropic to secure up to 5 gigawatts (GW) of current and future generations of Amazon's Trainium chips to train and power their advanced AI models. ... Anthropic to spend more than $100 billion over the next ten years on AWS technologies.”
The agreement reserves up to 5 GW for Anthropic. Amazon also announced an immediate $5 billion equity investment and up to $20 billion tied to milestones.
@misc{scrutica-ctrl-anthropic-amazon-org-level-capacityreservation-2026-d46307,
title = {[Press release concerning Anthropic’s capacity reservation with Amazon.com, Inc.]},
year = {2026},
howpublished = {\url{https://www.aboutamazon.com/news/company-news/amazon-invests-additional-5-billion-anthropic-ai}},
note = {Scrutica claim ctrl-anthropic-amazon-org-level-capacity_reservation-2026-d46307. Published Apr 20, 2026.}
}[Press release concerning Anthropic’s capacity reservation with Amazon.com, Inc.] (2026). Published Apr 20, 2026. Scrutica claim ctrl-anthropic-amazon-org-level-capacity_reservation-2026-d46307. https://www.aboutamazon.com/news/company-news/amazon-invests-additional-5-billion-anthropic-ai
Receipt
“Anthropic is actively using Project Rainier to build and deploy its industry-leading AI model, Claude.”
AWS describes roughly 500,000 Trainium2 chips at Project Rainier, with Anthropic expected to use more than one million by the end of 2025. The announcement gives no power capacity. Amazon’s separate November 2025 announcement of 2.4 GW in Northern Indiana does not name Anthropic.
Updated Oct 29, 2025. Amazon’s page metadata records publication on 24 June 2025 and an update on 29 October 2025.
@misc{scrutica-ctrl-anthropic-amazon-anthropic-amazon-new-carlisle-capacityreservation-2025-2a40c7,
title = {[Press release concerning Anthropic’s capacity reservation with Amazon.com, Inc.]},
year = {2025},
howpublished = {\url{https://www.aboutamazon.com/news/aws/aws-project-rainier-ai-trainium-chips-compute-cluster}},
note = {Scrutica claim ctrl-anthropic-amazon-anthropic-amazon-new-carlisle-capacity_reservation-2025-2a40c7. Updated Oct 29, 2025. Amazon’s page metadata records publication on 24 June 2025 and an update on 29 October 2025.}
}[Press release concerning Anthropic’s capacity reservation with Amazon.com, Inc.] (2025). Updated Oct 29, 2025. Amazon’s page metadata records publication on 24 June 2025 and an update on 29 October 2025. Scrutica claim ctrl-anthropic-amazon-anthropic-amazon-new-carlisle-capacity_reservation-2025-2a40c7. https://www.aboutamazon.com/news/aws/aws-project-rainier-ai-trainium-chips-compute-cluster
Receipt
“Broadcom, Google and Anthropic PBC (“Anthropic”) have expanded their current strategic collaboration under which Anthropic, beginning in 2027, will access through Broadcom approximately 3.5 gigawatts as part of the multiple gigawatts of next generation TPU-based AI compute capacity committed by Anthropic.”
The collaboration involves Broadcom, Google and Anthropic. Anthropic’s access to approximately 3.5 GW is expected to begin in 2027 and depends on its continued commercial success. The filing’s separate 2031 horizon concerns Broadcom’s supply agreement with Google.
@misc{scrutica-ctrl-anthropic-broadcom-org-level-capacityreservation-2026-ec7e72,
title = {[SEC Form 8-K concerning Anthropic’s capacity reservation with Broadcom Inc.]},
year = {2026},
howpublished = {\url{https://www.sec.gov/Archives/edgar/data/1730168/000119312526144028/d87999d8k.htm}},
note = {Scrutica claim ctrl-anthropic-broadcom-org-level-capacity_reservation-2026-ec7e72. Filed Apr 6, 2026.}
}[SEC Form 8-K concerning Anthropic’s capacity reservation with Broadcom Inc.] (2026). Filed Apr 6, 2026. Scrutica claim ctrl-anthropic-broadcom-org-level-capacity_reservation-2026-ec7e72. https://www.sec.gov/Archives/edgar/data/1730168/000119312526144028/d87999d8k.htm
Receipt
“For example, in May 2026, we entered into Cloud Services Agreements with Anthropic PBC (“Anthropic”), an AI research and development public benefit corporation, with respect to access to compute capacity across COLOSSUS and COLOSSUS II. Pursuant to these agreements, the customer has agreed to pay us $1.25 billion per month through May 2029, with capacity ramping in May and June 2026 at a reduced fee. The agreements may be terminated by either party upon 90 days' notice.”
SpaceX’s filing covers Anthropic’s access across Colossus and Colossus II, a wider scope than the Colossus I facility linked here. It describes payments of about $1.25 billion per month through May 2029, with reduced fees during the May–June 2026 capacity ramp. Either party may terminate on 90 days’ notice. The filing supplies no Colossus I-specific power allocation.
@misc{scrutica-ctrl-anthropic-spacex-xai-colossus-1-capacityreservation-2026-1e361a,
title = {[SEC Form S-1 concerning Anthropic’s capacity reservation with Space Exploration Technologies Corp.]},
year = {2026},
howpublished = {\url{https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm}},
note = {Scrutica claim ctrl-anthropic-spacex-xai-colossus-1-capacity_reservation-2026-1e361a. Filed May 20, 2026.}
}[SEC Form S-1 concerning Anthropic’s capacity reservation with Space Exploration Technologies Corp.] (2026). Filed May 20, 2026. Scrutica claim ctrl-anthropic-spacex-xai-colossus-1-capacity_reservation-2026-1e361a. https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm
One arrangement, documented in 2 disclosures: SEC Form 8-K, Filed Aug 5, 2026; SEC Form 8-K, Filed Jul 6, 2026. Counted once in the band total.
Receipt
“Executed 401 MW Anthropic Lease at Justified Data Campus”
Justified Data Campus, Hawesville, Kentucky. TeraWulf’s furnished earnings presentation lists 401 MW for delivery between the second half of 2027 and the first half of 2028. Its approximately $19 billion contracted-revenue figure supplements the earlier lease announcement.
@misc{scrutica-ctrl-anthropic-terawulf-org-level-lease-2026-982303,
title = {[SEC Form 8-K concerning Anthropic’s lease with TeraWulf]},
year = {2026},
howpublished = {\url{https://www.sec.gov/Archives/edgar/data/1083301/000108330126000162/terawulfq22026investorpr.htm}},
note = {Scrutica claim ctrl-anthropic-terawulf-org-level-lease-2026-982303. Filed Aug 5, 2026.}
}[SEC Form 8-K concerning Anthropic’s lease with TeraWulf] (2026). Filed Aug 5, 2026. Scrutica claim ctrl-anthropic-terawulf-org-level-lease-2026-982303. https://www.sec.gov/Archives/edgar/data/1083301/000108330126000162/terawulfq22026investorpr.htm
Receipt
“approximately 401 MW of critical IT load for high-performance computing ('HPC') operations ... Delivery of the leased capacity is expected to occur in phases beginning in late 2027 and concluding in early 2028. ... Anthropic's obligation to pay rent under the Justified Data Campus Lease will commence upon the delivery of the applicable leased premises and continue for a term of 20 years”
Justified Data Campus, Hawesville, Kentucky. The lease names Anthropic PBC as tenant and TeraWulf subsidiary Raylan Data LLC as landlord. Two five-year renewal options could extend the term to 30 years; delivery was expected to begin in late 2027. A separate Kentucky utility proceeding specifies 482 MW of maximum contract demand for Justified DataPower LLC. That utility demand measures a different quantity from this lease’s 401 MW of critical IT load, and the utility proceeding does not name Anthropic.
@misc{scrutica-ctrl-anthropic-terawulf-org-level-lease-2026-b13da9,
title = {[SEC Form 8-K concerning Anthropic’s lease with TeraWulf]},
year = {2026},
howpublished = {\url{https://investors.terawulf.com/sec-filings/all-sec-filings/content/0001104659-26-080583/tm2619468d1_8k.htm}},
note = {Scrutica claim ctrl-anthropic-terawulf-org-level-lease-2026-b13da9. Filed Jul 6, 2026.}
}[SEC Form 8-K concerning Anthropic’s lease with TeraWulf] (2026). Filed Jul 6, 2026. Scrutica claim ctrl-anthropic-terawulf-org-level-lease-2026-b13da9. https://investors.terawulf.com/sec-filings/all-sec-filings/content/0001104659-26-080583/tm2619468d1_8k.htm
Of the 16 plotted organisations, 7 have contractual capacity and no documented facility title.
Constraint
Chip-access rules for the headquarters country, followed by export-control designations matched to the organisation or its group.
Headquarters: the United States.
Full Access. The United States is the domestic destination for the US export rules compared here. Classification based on rules as of Jul 17, 2026.
- The CHIPS and Science Act appropriated $52.7 billion for semiconductor manufacturing, research and related workforce programmes.
No designation matches this organisation in Scrutica’s cross-reference, which links 54 organisations to export-control lists sourced from the Federal Register.
Latest recorded listing change: Aug 21, 2026.
Disclosure posture
Legal-entity registration and consolidation declarations from the global LEI registry, with subsidiary disclosures from SEC filings where available.
The global LEI index was searched by legal name and approximate name matching on 12 August 2026. It returned candidate registrations, but none has been confirmed as Anthropic’s, so no LEI is linked here.
The organisation’s registration in the global Legal Entity Identifier (LEI) system.
as of Aug 12, 2026 · registry record ↗
The registry returned candidate LEIs whose identity is still unresolved. A confirmed match is needed to retrieve this organisation’s parent reports.
Why the organisation has not reported a direct or ultimate consolidating parent to the LEI registry.
as of Aug 12, 2026 · registry record ↗
The registry returned candidate LEIs whose identity is still unresolved. A confirmed match is needed to retrieve this organisation’s parent reports.
Reports from LEI-registered entities whose accounts are consolidated by this organisation.
as of Aug 12, 2026 · registry record ↗
No SEC registrant identifier is linked to this organisation in Scrutica.
SEC filings under the organisation’s own Central Index Key (CIK).
Counterparties supplied 7 of the 7 control disclosures.
Capacity
Facilities linked to this organisation or its group, with capacity from the cited catalogs. Hardware ownership identifies the owner of the compute equipment; facility ownership and operation require separate evidence.
Epoch’s frontier catalog includes 2 of the 2 additional facilities linked through control disclosures. Recorded power totals ~1.3 GW (includes estimates). All facility links come from the control disclosures above.
Supply
Subscription corporate data supplies these comparisons; the underlying relationships cannot be republished.
The number of supply relationships involving this organisation is at or above the 50th percentile of the 5,081 organisations in the supply dataset.
Limited corroboration: the supply data connects fewer than one-third of the 5 publicly documented counterparty pairs.
The review on Aug 12, 2026 found no conflict between the subscription data and the public claims cited here.
Sources and method
1 · How claims are graded
Grades depend on the source’s authority tier, the discloser’s role and the estimate flag.
Attested A non-estimated claim from a primary or research source, disclosed by the organisation, a counterparty or a regulator.
Reported Press or third-party reporting.
Inferred Derived or estimated, including announced capacity ceilings.
A value flagged as estimated grades inferred regardless of its source. This includes capacity ceilings announced by a party to the agreement.
2 · Data sources
Control. Ownership, operating and contractual arrangements, with supporting disclosures linked from each claim.
Constraint. Export-control designations anchored to Federal Register citations, the platform’s designation-to-organisation cross-reference, and rule-derived country access classifications.
Disclosure posture. The Global LEI Foundation golden copy (registration, parent-reporting declarations, and consolidation records), read by the organisation’s own identifier, plus its SEC registrant record where one exists.
Capacity. Facility catalogs, including Epoch AI’s frontier data-center catalog; each capacity figure links to its source.
3 · Search coverage
An empty section carries its search method and date if a search has been completed. Not yet searched means no search is on file.
Control claims cite their supporting documents; unverified leads remain in the search notes.
4 · Subscription sources
Subscription corporate data guides source searches and coverage checks. Published control claims cite the public disclosures that establish them.
Supply comparisons use broad percentile bands and corroboration classes to protect the licensed relationship data. The underlying records and identifiers are withheld.
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