Anthropic bought $517 billion of compute after warning rivals about the risk
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Anthropic bought $517 billion of compute after warning rivals about the risk
Anthropic has signed compute contracts worth up to $517 billion in eleven months, according to reporting by The Information. Since October 2025 the company has locked in at least 14.8 gigawatts of computing capacity, on top of the one to two gigawatts it already had, and it is planning data centres of its own.
Key Takeaways
- Anthropic has signed compute contracts worth up to $517 billion in eleven months, according to The Information
- At least 14.8 gigawatts has been locked in since October 2025, on top of the one to two gigawatts it already held
- OpenAI's plan is reported at roughly $750 billion through 2030 against a 30 gigawatt target, so Anthropic is second, not absent
- The figure is a contract ceiling, not cash spent, and Anthropic has published none of it
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