Anthropic signed up to $517 billion in compute contracts in eleven months

Anthropic has signed compute contracts worth up to $517 billion in the eleven months since October 2025, according to The Information. On top of the one to two gigawatts it already had, the company has locked in at least 14.8 gigawatts and is planning data centers of its own. Its total planned capacity is likely to fall short of OpenAI's 30-gigawatt target for 2030, and many of Anthropic's contracts run past that date, so the two plans do not compare directly. Neither company can cover its commitments from revenue alone yet: Anthropic's annualized revenue topped $65 billion, according to Bloomberg, while OpenAI was above $40 billion in July. Dario Amodei warned against investing too fast in early 2026; Sam Altman is now urging caution over spending by neo-cloud providers.