据 The Information 报道，Anthropic 在十一个月内签署了总额高达 5170 亿美元的算力合同。自 2025 年 10 月以来，该公司在原有 1 至 2 吉瓦算力的基础上，又锁定了至少 14.8 吉瓦的计算能力，并计划自建数据中心。The Information 指出，其规划总产能可能仍不及 OpenAI 2030 年 30 吉瓦的目标，不过 Anthropic 的许多合同期限远超 2030 年，因此直接比较并不容易。两家公司目前都无法仅靠营收覆盖这些承诺。据彭博社报道，Anthropic 的年化营收已超过 650 亿美元；OpenAI 截至 7 月则超过 400 亿美元。
2026 年初，Anthropic CEO Dario Amodei 曾警告不要投资过快，称竞争对手“并不真正了解他们正在承担的风险”。如今，Anthropic 反而成了急于追赶的一方。与此同时，OpenAI CEO Sam Altman 则敦促谨慎行事，并对新云服务商的“不可持续的愚蠢行为”发出警告。他认为，技术进展可能会让如今昂贵的项目变成糟糕的赌注。
Anthropic has signed compute contracts worth up to $517 billion in eleven months, according to The Information. Since October 2025, the company has locked in at least 14.8 gigawatts of computing power on top of the one to two gigawatts it already had and is planning its own data centers. Total planned capacity likely still falls short of OpenAI's 30-gigawatt target for 2030, though many of Anthropic's contracts extend well past that date, making a direct comparison tricky, The Information notes. Neither company can cover these commitments from revenue alone just yet. Anthropic's annualized revenue topped $65 billion, according to Bloomberg. OpenAI was above $40 billion as of July.
In early 2026, Anthropic CEO Dario Amodei warned against investing too fast, saying competitors "don't really understand the risks they're taking." Now Anthropic is the one racing to catch up. OpenAI CEO Sam Altman, meanwhile, is urging caution and warning about "unsustainable silliness" from neo-cloud providers. Technical progress, he argues, could turn today's expensive projects into bad bets.