Anthropic signed at least 14.8GW of computing power in the past 11 months, with a potential cost of up to 517 billion USD

According to statistics from The Information, Anthropic has signed at least 14.8GW of computing power in the past 11 months, which can be gradually utilized in the coming years. Based on currently public contracts, the potential total cost could reach up to $517 billion, with most expenditures occurring over the next decade. In addition to the 1-2GW already secured before October last year, the total computing power signed by Anthropic is approximately 16GW.

This round of expansion is primarily driven by the demand for Claude. This year, the growth of Claude Code and Cowork has exceeded Anthropic's expectations, prompting the company to focus on acquiring computing power. The new agreement with Amazon provides up to 5GW, while Google and Broadcom offer another 5GW, and Microsoft and NVIDIA provide approximately 1GW. Anthropic has also rented all computing power from SpaceX's Colossus 1, acquiring over 220,000 NVIDIA GPUs, including H100, H200, and GB200.

Anthropic has secured about 16GW, with many contracts extending beyond 2030. OpenAI has set a target for investors to reach 30GW by 2030, expecting to invest approximately $750 billion in computing power by that year. The $517 billion figure is the potential maximum cost estimated by The Information based on existing cloud services, chip, and data center contracts, with some computing power potentially being delayed or unused, and some contracts allowing for early cancellation.