Google, Nvidia and five more reportedly book $26B Anthropic stake before Nasdaq debut

Anthropic has a seven-name guest list for its private placement. Google, Nvidia, AMD, Broadcom, Micron, Microsoft and TSMC are reportedly putting up $26 billion at the IPO price, according to a post on X cited by Crypto Briefing. That means the group pays the same per-share price as everyday buyers on listing day, just without going through the public order book.

The Claude maker filed its S-1 with the SEC on October 26, 2026, and is aiming for a Nasdaq debut under the ticker ANT in mid to late November 2026. Final placement terms will only be confirmed at pricing. For Anthropic, a $26 billion block of committed demand is a stabilizer — and a loud confidence signal to public buyers staring down heavy losses.

Those losses come with a colossal tab. Anthropic's compute commitments run upwards of $500 billion, mostly non-cancelable contracts with hyperscalers and chipmakers. The biggest line item is roughly $161.2 billion in non-cancelable leases for Broadcom's TPU equipment. Google Cloud commitments land between $114.5 billion and $121.3 billion, Amazon sits around $110 billion, and Microsoft's minimum is $44.9 billion. Add Nvidia-operated channels and leverage options, and the total could stretch into the $500 billion to $800 billion range.

Look at the roster and a loop appears: several of the companies writing equity checks are also collecting Anthropic's largest compute payments. Money goes in one door and comes back out the other. Amazon, notably, is absent from the reported seven despite being a major backer and a projected recipient of about $110 billion in commitments.

Anthropic's last private round sets the scale. In May 2026 it raised a $65 billion Series H at a $965 billion post-money valuation, with Amazon and Google among the strategic backers — Google alone committing roughly $10 billion. Its annual revenue run-rate now sits near $65 billion, but the S-1 flags significant ongoing net losses and a sharp slowdown in sequential growth in Q3 2026. Long-term contracts don't shrink when growth cools.