Analysis: since October, Anthropic has entered into agreements for at least 14.8 GW of compute capacity and may spend as much as $517B over the next decade (Valida Pau/The Information)

Anthropic has secured agreements for a minimum of 14.8 GW of compute capacity since October, partnering with providers such as SpaceX and Google to satisfy rapidly growing demand. The company projects total spending of up to $517 billion on compute over the next ten years, reflecting its aggressive scaling strategy.