2026-09-18XThread

Source item

I’m sorry, but how does this work, if they are paying $20-40M per MW ($100-200B at YE 2026 ARR compute costs), with an ARR of $65B at the end of July? (2) And if Anthropic can’t pay $20M per MW and be profitable, how are the neoclouds going to be able to charge that rate consistently to other customers…?! $CRWV $IREN $NBIS

2 segments

Segment 1 · characters 0–150 · Original segment ↗

Segment 2 · characters 152–325 · Original segment ↗

Quoted context

These are the quoted author’s words.

ANTHROPIC PLANS TO SCALE AVAILABLE COMPUTE TO ~5 GW BY YEAR-END, THEN ~10 GW IN 2027 Anthropic told investors it expects roughly 5 GW of available computing capacity by the end of this year, up from about 1.5 GW last year, per the NYT. That would put it roughly in line with OpenAI’s estimated compute footprint this year, with both companies targeting around 10 GW by the end of 2027. Anthropic has been aggressively locking up capacity across providers. It agreed to pay SpaceX about $1.25B per month for compute through May 2029, while its Amazon partnership includes up to 5 GW of capacity. It is also in talks with Meta over a potential compute lease worth as much as $10B over two years, though no deal has been finalized. Source: NYT
wallstengine ↗