Anthropic, according to The Decoder, in 11 months signed compute-power contracts totaling up to 517 billion dollars. This is still less than OpenAI's plan for 750 billion dollars by 2030 year.
The situation is notable because at the beginning of 2026 year, Anthropic's Chief Executive Dario Amodei warned rivals about the risks of investing too quickly. Now the company, according to the report, is attempting to close the gap.
Against this backdrop, Sam Altman described the expansion of computing infrastructure as an “unsustainable folly,” separately mentioning providers of neo-cloud services. The source does not reveal the structure of the deals, delivery timelines, or the volume of capacity actually paid for.
editorial commentary
Why it matters
If the information is confirmed, the next observable signals will be primary documents, Anthropic commentary, or clarification of timelines and suppliers. A likely consequence is heightened competition for computing power, but the volume of resources actually engaged and the financial burden remain unknown.