Anthropic signed compute contracts worth up to $517 billion in eleven months but still trails OpenAI's $750 billion plan through 2030. In early 2026, CEO Dario Amodei warned against investing too fast. Now Anthropic is racing to catch up, while Sam Altman warns about "unsustainable silliness" in the compute buildout, especially from neo-cloud providers.

Anthropic pledges over $100B to AWS for AI compute over a decade, with its upcoming IPO prospectus expected to reveal full deal terms after Labor

Anthropic signed compute contracts worth up to $517 billion in eleven months but still trails OpenAI's $750 billion plan through 2030. In early 2026, CEO Dario Amodei warned…