Sam Badawi(@Sam_Badawi):Anthropic has committed roughly $517B to compute over the past 11 months, adding at least 14.8GW in new contracts on top of its earlier capacity. Its annualized revenue has reportedly reached $6.5B versus OpenAI’s $4B, but Anthropic is still aggressively booking compute ahead of its expected IPO. Deals include 11GW across $AMZN and $GOOGL, plus additional agreements with $MSFT, SpaceX, Lambda, nScale, and Fluidstack.

Sam Badawi

@Sam_Badawi

Livestreams & deep dives on stocks, fundamentals & Solid Talk | Stock Talk Insiders, use code "SAM" for 10% off, link below ⤵️

参加 March 2020

687 フォロー中 54.9K ファン

Sam Badawi@Sam_Badawi

2026.09.13 00:40

Anthropic has committed roughly $517B to compute over the past 11 months, adding at least 14.8GW in new contracts on top of its earlier capacity. Its annualized revenue has reportedly reached $6.5B versus OpenAI’s $4B, but Anthropic is still aggressively booking compute ahead of its expected IPO. Deals include 11GW across $AMZN and $GOOGL, plus additional agreements with $MSFT, SpaceX, Lambda, nScale, and Fluidstack.