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.
More from Infra
- SpaceX strikes $40B deal with Apollo Global to lease AI chips and data center hardware — Polymarket · 2026-10-26
- SpaceX AI revenue up 830%, Claude designs 318K antivenom proteins in 64 hours — PeterDiamandis · 2026-10-26
- Meta plans up to $95 billion stock sale to fund AI buildout — The Decoder · 2026-10-26
- Pandora M1: first prototype of a physical device for distributed GPU monitoring — tarantulae · 2026-10-26
- E2E Networks to add ~5.4MW for NVIDIA HGX B300, lifting capacity to 14.6MW — cneuralnetwork · 2026-10-26
- INT21's AI agent swarm rewrote Drama 3's inference runtime in Rust within one hour, beating SGLang-Omni — bingxu_ · 2026-10-26