Anthropic made its initial public offering (IPO) filing public on Monday, showing what the Claude maker has agreed to pay to rent computing power built on Nvidia (NASDAQ:NVDA) chips. Deals with three providers have a price tag: up to $120.5 billion with SpaceXAI, an arm of SpaceX (NASDAQ:SPCX), around $44.6 billion with Nscale, and about $41.3 billion with Lambda. All told, that's up to about $206 billion. But they're rental contracts with cloud providers, not chip orders, and the same filing commits even more money to computing on Google's chips. Nvidia shares were up about 2% on Monday as of this writing, at around $216 -- still about 10% below their Oct. 6 record close. I think the filing says less about Nvidia's future sales than that $206 billion suggests.
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