A post by @DeItaone on X.

Anthropic reported Q3 2026 revenue of $17 billion, up 1,127% year-over-year, according to SEC filing headlines circulated by Walter Bloomberg. The AI company posted a $567 million operating loss on a GAAP basis, alongside $2.5 billion in adjusted operating income and a 15% adjusted operating margin. Anthropic also disclosed approximately $895.4 billion in aggregate purchase and lease commitments as of and subsequent to September 30, signaling massive future infrastructure and compute spending obligations. The figures underscore the extraordinary scale of AI-sector capex commitments, even as the gap between GAAP losses and adjusted profitability draws scrutiny. Investors will watch for details on the composition and counterparties of the $895.4 billion commitments, as well as the trajectory of Anthropic's path to GAAP profitability.