Anthropic S-1: it spent just $482M on capex in H1 2026, leasing most of its compute, and its capex is almost entirely outsourced via $782B in lease obligations (Tim Culpan/Culpium)

Tim Culpan / Culpium:
Anthropic S-1: it spent just $482M on capex in H1 2026, leasing most of its compute, and its capex is almost entirely outsourced via $782B in lease obligations  —  What you need to know: Lease obligations pass $780 billion.  Revenue per employee $6.6 million  —  Good Evening from Taipei,

原文：https://www.a8q9.cn/en/article/anthropic-s-1-it-spent-just-482m-on-capex-in-h1-2026-leasing-most-of-its-compute-8b4aba.html