Anthropic commits $517B in compute deals, ~3x what it told investors
GaryMarcus · x · 2026-09-07
Citing The Information, Gary Marcus reports Anthropic has committed to roughly $517 billion in compute deals — nearly 3x what it previously told investors — despite not yet having established stable profitability.
He estimates that's about 1000x its most (possibly only) profitable quarter to date, which itself may have depended heavily on a one-time SpaceX subsidy. "The AI money bonfire continues."
Related event: Anthropic Locks In Over $517B in Compute Deals, 14.8GW of Capacity(6 posts)→
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