Anthropic S-1: $17B in half-year revenue against $441B in locked-in commitments

• —First-half 2026 revenue rose 13x to $17 billion
• —Adjusted operating income was $1.6 billion despite an $80 billion GAAP loss
• —Free cash flow reached about $3.5 billion; cash and investments total $122 billion
• —Customers spending over $100,000 a year grew from 1,500 to 11,000