🤖 Anthropic just signed $517B in compute deals
Eleven months, half a trillion dollars in contracts, and still behind.
Anthropic trails OpenAI's reported $750B buildout through 2030.
The kicker: Dario Amodei spent early 2026 warning rivals about reckless spending, then out-signed them anyway.
Talk is cheap, compute is not, and everyone's betting the house on the same bet.
Watch who actually fills these data centers with paying customers, not just GPUs with promises.
September 7, 2026 80 1
