Anthropic Commits Half a Trillion Dollars to Computing Power

Anthropic has secured computing power agreements totaling approximately $517 billion over the last 11 months. According to The Information, these deals provide the company with 14.8 GW of computing capacity for the coming years, with an additional 1 to 2 GW reserved previously.

Recent expansions include a $45 billion agreement with Nscale and a $9.1 billion deal with Riot Platforms for 191 MW. The company has also signed over a dozen letters of intent with US developers regarding data center leases.

A major $200 billion contract with Google focuses on the supply of TPU accelerators, which Anthropic will operate independently. Additionally, a $50 billion deal was signed with the cloud company Fluidstack.

The company utilizes a wide range of cloud providers, including Akamai, AWS using Trainium accelerators, SpaceX/xAI, Google Cloud, Lambda, Volta Infra, CoreWeave, AMD, and Microsoft.

While investors were previously informed of a plan to lease servers for $180 billion until 2029, the total expenditure has since exceeded half a trillion dollars. Google and AWS are the primary providers, collectively supplying 11 GW.