Anthropic's ~11GW contracted compute is ~42% NVIDIA, with Google TPU close behind
ns123abc · x · 2026-10-27
An estimate built from Anthropic's S-1 deal values puts its 11GW of contracted compute at 42% NVIDIA GPUs (49% including AMD): 4.7GW NVIDIA (incl. 3.2GW via the SpaceX/xAI deal), 4.5GW Google TPU, 1.2GW AWS Trainium, and 0.8GW AMD. Dario's chip portfolio is far more diversified than assumed — TPUs nearly rival Nvidia.
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