Anthropic reportedly commits up to $517 billion to compute in eleven months

Anthropic has signed compute contracts worth up to $517 billion over eleven months, according to a report by The Information summarized by The Decoder. Since October 2025 the company has reportedly secured at least 14.8 gigawatts of computing power, on top of the one to two gigawatts it already had, and is planning its own data centers. The Information notes that Anthropic's total planned capacity likely still falls short of OpenAI's 30-gigawatt target for 2030, though many of Anthropic's contracts extend well past that date, which makes direct comparison difficult. Neither company can yet cover these commitments from revenue alone. Bloomberg puts Anthropic's annualized revenue above $65 billion, while OpenAI was above $40 billion as of July. The report frames the spending as a reversal of earlier public positions. In early 2026, Anthropic CEO Dario Amodei warned against investing too fast, saying competitors "don't really understand the risks they're taking." OpenAI CEO Sam Altman is now the one urging caution, warning of "unsustainable silliness" among neo-cloud providers and arguing that technical progress could turn today's expensive projects into bad bets. The figures come from a single outlet's reporting and have not been confirmed by Anthropic in the supplied material. If accurate, they indicate that the two leading US labs are both committing to multi-year infrastructure spending far ahead of current revenue.