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Anthropic reportedly signs $517 billion in compute deals after Dario Amodei warned rivals about reckless risk

Anthropic signed compute contracts worth up to $517 billion in eleven months, adding 14.8 gigawatts amid the AI capacity race.

According to The Information, Anthropic locked in contracts worth up to $517 billion over eleven months, adding at least 14.8 gigawatts of compute since October 2025 on top of 1–2 gigawatts it already had, and is planning its own data centers. Bloomberg reports Anthropic's annualized revenue topped $65 billion, while OpenAI was above $40 billion as of July and targets 30 gigawatts by 2030. The spending follows Dario Amodei's early-2026 warning that rivals underestimated investment risk, while Sam Altman now cautions about 'unsustainable silliness' from neo-cloud providers.

The Decoder · 8d agoAI industry1

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