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$WULF

BULLISH2026-09-29
Price around the call
↑ 2026-09-29
By horizonMaturing · ~1 trading days to go
1d
✓ +0.6%
5d
✗ -4.6%
21d
…
Original post
Jim Liu · 2026-09-29

Anthropic IPO Prospectus: What Actually Matters I had said that the 2025 datapoints are all outdated. However, this 2027 cloud infrastructure number looks way more interesting so I did more research to find out the truth as with all posts on X. The $518B number is NOT the 2027 cloud-infrastructure bill. It's the total value of contracts that will be signed of which much will be multiple year contracts. They already announced this in the form of 100B to AWS, 200B to GCP, 80B to Lambda and Nscale, 50B to Fluidstack, 30B to Azure, and a bunch of smaller contracts to smaller mom and pop clouds like it's deploying it's own software infrastructure on top of $WULF colocation. None of this is indicative of $518B in one year at all. Anthropic will spend alot on compute, no doubt but it's not

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