Anthropic locked into $475B compute deals, OpenAI lifts projected spend to ~$750B through 2030
kyliebytes · x · 2026-10-27
kyliebytes shares screenshots of the scale of AI compute spending: Anthropic is on the hook for over $475 billion in compute capacity agreements over the next 7–10 years, most of them noncancelable regardless of usage; OpenAI raised its projected compute spend to around $750 billion through 2030 earlier this year. The author notes she still remembers when Stripe was the world's most valuable private company — a measure of how surreal these numbers are.
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