On November 3, Alphabet shares fell 0.35% after disclosure of Anthropic’s $121.3 billion spending commitment to Google from April 2026 through July 2033, regardless of actual usage. Reports cited risks to the timing and availability of Anthropic’s computing capacity because of its reliance on outside financing. On November 4, Google announced a $15 billion investment to expand data centers in Malaysia.
The plan comes amid rapid sector growth: registered data center investments in Malaysia reached 385.7 billion ringgit through the first half of 2026, while the priority of turning capacity into local value is coming into focus.
Read the full storyThe filing discloses an obligation that is non-cancellable under normal circumstances, as part of broader commitments of about $895.4 billion and execution and financing risks.