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.
- At least 14.8 gigawatts of compute locked in since October 2025, atop 1–2 gigawatts existing.
- Annualized revenue reportedly exceeded $65 billion; compute commitments still exceed current revenue.
- OpenAI targets 30 gigawatts by 2030 with annualized revenue above $40 billion as of July.
- Amodei previously warned rivals about reckless risk; Altman now cautions about unsustainable neo-cloud spending.
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Anthropic has signed compute contracts worth up to $517 billion in eleven months, according to The Information. Since October 2025, the company has locked in at least 14.8 gigawatts of computing power on top of the one to two gigawatts it already had and is planning its own data centers. Total planned capacity likely still falls short of OpenAI's 30-gigawatt target for 2030, though many of Anthropic's contracts extend well past that date, making a direct comparison tricky, The Information notes. Neither company can cover these commitments from revenue alone just yet. Anthropic's annualized revenue topped $65 billion, according to Bloomberg. OpenAI was above $40 billion as of July.
In early 2026, Anthropic CEO Dario Amodei warned against investing too fast, saying competitors "don't really understand the risks they're taking." Now Anthropic is the one racing to catch up. OpenAI CEO Sam Altman, meanwhile, is urging caution and warning about "unsustainable silliness" from neo-cloud providers. Technical progress, he argues, could turn today's expensive projects into bad bets.
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