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.
From the original article
1 min read at the-decoder.com
Anthropic signed compute contracts worth up to $517 billion in eleven months but still trails OpenAI's $750 billion plan through 2030. In early 2026, CEO Dario Amodei warned against investing too fast. Now Anthropic is racing to catch up, while Sam Altman warns about "unsustainable silliness" in the compute buildout, especially from neo-cloud providers.
By Matthias Bastian · the-decoder.com
A short excerpt; the article and its images belong to the publisher. Summary, key facts and assessment above are AI-written from the article and can be wrong.