WSJ: Anthropic to spend over $600B on compute; $5B+ on RL environments predicted

himanshustwts · x · 2026-10-21

Per WSJ (via ZeroHedge), Anthropic is set to spend more than $600B on compute this quarter. KOL himanshustwts predicts the next leak: Anthropic spending over $5B this quarter on RL Environments, doubling down on coding tasks.

The signal: beyond raw compute, Anthropic is heavily betting on training environments/task data as a resource class — RL environments becoming a scarce input alongside compute. Figures are not yet officially confirmed.

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