Anthropic Commits $517 Billion to Compute Deals, Trailing OpenAI’s $750 Billion Plan

Anthropic has signed $517 billion in compute contracts over eleven months, trailing OpenAI’s $750 billion plan through 2030, with CEOs of both firms cautioning against overly rapid investment.

Anthropic has secured compute contracts valued at up to $517 billion over the past eleven months, according to The Decoder. This figure positions the company behind OpenAI’s more ambitious $750 billion compute plan extending through 2030.

Despite rapid contract growth, Anthropic’s CEO Dario Amodei cautioned in early 2026 against accelerating investments too quickly. Similarly, OpenAI’s CEO Sam Altman warned of potential "unsustainable silliness" in the scale of compute infrastructure expansion, highlighting concerns over the pace and scale of AI compute commitments.

For Japanese investors and market participants, these developments underscore the escalating capital demands of leading AI firms, which could influence global technology valuations and investment flows in the FX, crypto, and equities markets.

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執筆: Mansa Kane