[Anthropic Signs $517 Billion in Compute Power Over 11 Months, But Scale May Still Fall Short of OpenAI] Beating AI Newsflash: According to statistics from *The Information*, Anthropic has signed contracts for at least 14.8GW of compute power over the past 11 months, which can be gradually utilized in the coming years. Based on currently disclosed contracts, the potential total cost could reach as high as $517 billion, with most expenditures occurring over the next decade. Including the 1–2GW secured before October last year, Anthropic's total contracted compute power amounts to approximately 16GW. This wave of expansion is primarily driven by demand for Claude. This year, the growth of Claude Code and Cowork has exceeded Anthropic's expectations, prompting the company to aggressively secure compute resources. A new agreement with Amazon provides up to 5GW, while Google and Broadcom contribute another 5GW; Microsoft and NVIDIA add up to approximately 1GW. Anthropic has also leased all the compute power of SpaceX's Colossus 1, acquiring over 220,000 NVIDIA GPUs in one go, including H100, H200, and GB200 models. Despite this massive investment, Anthropic's compute power plans may still fall short of OpenAI. Anthropic has locked in about 16GW, with many contracts extending beyond 2030. In contrast, OpenAI has set a target of reaching 30GW by 2030 and estimates a cumulative investment of approximately $750 billion in compute power by then. The $517 billion figure is *The Information*'s estimate of the potential maximum cost based on existing cloud service, chip, and data center contracts. Some compute power may be delayed or even go unused, and certain contracts allow for early termination. [Original Article Link]