~42% of Anthropic's ~11GW contracted compute is NVIDIA GPUs
ns123abc · x · 2026-10-27
ns123abc estimates Anthropic's contracted compute mix from S-1 disclosures: of 11GW total, NVIDIA GPUs account for 4.7GW (42%; 49% incl. AMD), split across SpaceX/XAI (3.2GW) and Microsoft/Nscale/Lambda (1.5GW); Google TPU 4.5GW, AWS Trainium 1.2GW, AMD GPU 0.8GW. The S-1 discloses dollar values, converted via public $/GW-year benchmarks; it does not disclose gigawatts.
Related event: NVIDIA GPUs Make Up ~42% of Anthropic's 11GW Compute Contracts(2 posts)→
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