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Spacex

Reporting on Spacex from Lazy Tensor.

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Frontier AI S-1 Deep Dive

Anthropic S-1: Amazon Notes Hit $97.9B as Q2 Revenue Tops $11.6B

The San Francisco AI maker booked $974 million in second-quarter operating profit and $661.5 billion in compute commitments through 2036—including $110B to AWS, $114B to Google, and $1.25B a month to SpaceX.

Oct 28, 2026By Lazy Tensor4 min read

Ultra-modern AI hyperscale cloud computing campus and glass corporate headquarters at twilight with glowing fiber-optic server racks — Anthropic’s SEC S-1 registration statement reveals that Amazon’s $6.2 billion in convertible notes were valued at $97.9 billion as of June 30 alongside $11.6 billion in second-quarter revenue, $661.5 billion in compute commitments through 2036, and a Long-Term Benefit Trust that elects a majority of the board.

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