Anthropic forced to pay ~5x to buy out compute contracts as OpenAI locked up supply
haider1 · x · 2026-09-06
A widely-shared take argues Sam Altman's aggressive compute deals are paying off: OpenAI has been buying up available capacity for two years, so rivals can't simply throw money to get instant capacity. Anthropic's only option is buying out existing contracts — at roughly 5x the price.
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