Anthropic is concerned that insufficient computing power capacity will affect competitiveness

Anthropic stated in the S-1 filing that computing power is a key issue the company faces. If it cannot obtain sufficient computing power or fails to allocate it effectively, the company may not be able to train models that remain competitive with its rivals.

Anthropic is paying fees to obtain computing capacity from companies like SpaceX, but it expects that demand will continue to exceed supply in the short term.