A tally by The Information, compiled from company announcements and other material, says Anthropic signed for at least 14.8 gigawatts of additional compute capacity in eleven months, with a potential value of 517 billion dollars. Two separate publishers relay the same tally rather than independent calculations. ChosunBiz adds that the total exceeds the 180 billion dollars in server-leasing expense Anthropic presented to investors through 2029.
Artificial Intelligence··Night
Eleven months of contracts cover 14.8 gigawatts of added capacity
Seoul Economic Daily and ChosunBiz report, citing a tally by The Information, that Anthropic signed agreements for at least 14.8 gigawatts of additional compute capacity since October 2025. The potential contract value is estimated at about 517 billion dollars spread over ten years. Although the publishers are separate, the figures are not two independent calculations: both relay the same upstream compilation from company announcements and other material. Anthropic has not disclosed a consolidated capacity or spending total.[1], [2]
Amazon and Google make up 11 gigawatts of the total
Amazon and Google make up 11 gigawatts and more than 300 billion dollars of the reported total. Separate agreements cover 30 billion dollars through Microsoft Azure until 2029, up to 45 billion dollars with SpaceX and 50 billion dollars with Fluidstack for data-centre development. Seoul Economic Daily puts the projected spending at roughly 24 percent to 36 percent of the annual AI capital spending of Amazon, Microsoft and Meta, whose budgets also include infrastructure beyond compute.[1], [2]
The tally exceeds the leasing expense presented to investors
ChosunBiz reports that the newly contracted capacity is additional to the 1 to 2 gigawatts secured before October 2025. It also notes that the potential 517 billion dollar value exceeds the 180 billion dollars in server-leasing expense Anthropic presented to investors through 2029. The comparison is not a consolidated contract figure from company filings; it places The Information's compilation alongside the narrower expense item given to investors.[2]
