Anthropic Locks In $517 Billion in Compute Contracts in 11 Months as Pre-IPO Arms Race Reaches Fever Pitch
Anthropic has signed $517 billion in compute-capacity contracts over 11 months, sharply expanding its infrastructure commitments ahead of a potential IPO. The scale of these deals highlights both the company’s ambition to close the compute gap with OpenAI and the financial pressure created by long-term obligations.