Anthropic has committed to cloud, chip and data center deals that could cost as much as $517 billion over the next decade, according to an analysis cited by ChainCatcher from The Information. The figure is nearly three times an earlier projection of $180 billion in server leasing through 2029, though the newer estimate covers a longer time frame and a broader set of spending categories. Since October, Anthropic has signed agreements for at least 14.8 gigawatts of computing capacity, on top of 1 to 2 gigawatts it had already secured. Amazon and Google account for 11 gigawatts of that total, with estimated costs above $300 billion over roughly 10 years. Other partners named in the report include Microsoft, SpaceX, Lambda and Nscale. Anthropic CEO Dario Amodei has urged AI labs to “pace the frontier,” while demand for Claude Code and Cowork is pushing the company to secure additional computing power.
Anthropic has committed to cloud, chip and data center deals that could cost as much as $517 billion over the next 10 years, according to an analysis by The Information cited by ChainCatcher.
The report said that figure is nearly three times an earlier projection of $180 billion in server leasing through 2029. It also noted that the newer estimate covers a longer period and a wider range of spending categories.
At least 14.8 gigawatts of computing capacity signed since October
Since October, Anthropic has signed agreements for at least 14.8 gigawatts of computing capacity, in addition to 1 to 2 gigawatts it had obtained earlier.
Amazon and Google account for 11 gigawatts of that total, with estimated costs of more than $300 billion over about a decade. Other partners listed in the report include Microsoft, SpaceX, Lambda and Nscale.
Demand from Claude Code and Cowork drives more compute needs
Anthropic CEO Dario Amodei has urged AI labs to “pace the frontier,” and demand for Claude Code and Cowork is pushing the company to secure more computing capacity.
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