Anthropic faces a mismatch between its long-term financial commitments and its short-term income. The company’s lease obligations for computing infrastructure surged to about $321.4bn by June, with terms extending up to 20 years. Meanwhile, most of its revenue is billed by the token on a consumption basis without long-term commitments. A five-year equipment lease with Broadcom alone totals roughly $125.2bn in rent be
Forbes ·