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.

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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.