Anthropic has secured at least 14.8 gigawatts of additional computing capacity over the past 11 months, bringing its total contracted capacity to about 16 gigawatts when agreements signed before October last year are included. The Information estimated that the cloud, chip and data-center contracts could cost as much as $517 billion, although some capacity may be delayed or unused and certain agreements allow cancellation. Demand for Claude Code and Cowork has exceeded Anthropic's expectations, driving the infrastructure push as the company weighs a potential initial public offering. The arrangements include up to 5 gigawatts from Amazon, another 5 gigawatts from Google and Broadcom, and about 1 gigawatt from Microsoft and NVIDIA. Anthropic also rented all of SpaceX's Colossus 1 capacity, giving it access to more than 220,000 NVIDIA GPUs, including H100, H200 and GB200 systems. OpenAI has set a larger infrastructure target of 30 gigawatts by 2030 and expects to spend about $750 billion on compute by then.