Anthropic reportedly signed $517B in compute deals over 11 months, locking in at least 14.8 GW

Anthropic 据报道签约高达 5170 亿美元算力协议，锁定至少 14.8 GW 算力

Since October 2025, Anthropic has signed compute contracts worth up to $517 billion, adding at least 14.8 GW on top of the 1–2 GW it already held, and is now planning its own data centers. OpenAI targets 30 GW by 2030, but many of Anthropic's deals extend well past that date, so a direct comparison is tricky. Neither company can cover these commitments from revenue alone—Anthropic's annualized revenue topped $65B, OpenAI's was above $40B as of July. The twist: early 2026 Dario Amodei warned rivals didn't understand the risks they were taking; now Anthropic is racing hardest, while Sam Altman is urging caution and calling the neo-cloud buildout 'unsustainable silliness.'

Why it matters: The scale of Anthropic's compute expansion is far beyond what was publicly known—$517B and 14.8 GW are hard numbers, and the OpenAI comparison gives them context. The deduction is because this is a secondhand report from The Information, not a primary announcement, so it doesn...