Nvidia says Anthropic has booked $180 billion of computing.
Nvidia told investors on Monday that Anthropic's contracted computing on its chips now tops $180 billion. The total covers 2.5 gigawatts of capacity due by 2028, including a $45 billion deal in West Virginia. That is almost forty times the revenue Anthropic reported in its stock market filing this month.
Why it mattersSomeone has to pay for those chips, and the bill lands in subscription prices. When compute deals outrun revenue this far, the whole sector is betting on tomorrow.
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