Anthropic reportedly signs $517B in compute deals in 11 months, still trailing OpenAI's $750B plan

The Decoder · rss · 2026-09-08

Anthropic has signed compute contracts worth up to $517 billion over eleven months, per The Decoder, yet still trails OpenAI's $750 billion plan through 2030. CEO Dario Amodei warned rivals in early 2026 against investing too fast — now Anthropic itself is racing to build out capacity, while Sam Altman calls parts of the compute buildout "unsustainable silliness," especially from neocloud providers.

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