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October 31 – In its IPO filing, Anthropic PBC committed to spending nearly $900 billion in the coming years on servers, buildings, and power as it accelerates infrastructure expansion. This figure far exceeds the liabilities shown directly on its balance sheet that investors can readily see. To grasp the details of these off-balance-sheet obligations—including future lease contracts and purchase agreements for data centers, power, and GPUs—investors must dig deep into the financial statement notes. David Trainer, CEO of investment research firm New Constructs, described committed expenditures of this kind by Anthropic—commonly referred to as "hidden debt"—as enormous, and noted that the company must invest massive amounts of capital in training, inference, and energy.
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