The AI row of the capex table in the S-1 should be a pretty close approximation.

Nobody pays MSRP at that scale

Given global demand and that they were late to the order party, they probably paid more lol

Yes and no. They paid what everyone else pays for those gpus. NVIDIA make the profit and leaves crumbs for the rest. For other components they paid less, but since the gpus are the majority of the cost…

Closer to 18b than 40. Running costs are 1-2b a year.

More like $25 billion since 2025, with $7 billion of spending in the past 3 months. Look at page 22 of the filing.

Anthropic is getting capacity from Colossus 1 not Colossus 2 it sounded like. The initial colossus capex was under $5B, making that an even more astounding payoff.

Edit: S1 states both are being leased so the 20-25B initial investment probably more relevant

The S-1 states that it gets capacity from both Colossus 1 and Colossus 2.