Anthropic Commits $517 Billion to Compute Despite CEO's AI Slowdown Call

M&A · PartnershipCorporate ActionProduct / Tech Impact 5
โดย Investing.com·US·Read original
Summary · why it matters

Anthropic agreed to $517 billion in compute commitments covering 14.8 gigawatts of capacity in the 11 months through August 2026, according to The Information, even as CEO Dario Amodei publicly called on the industry to slow the pace of AI development. The commitments dwarf a prior investor disclosure of roughly $180 billion through 2029, with four additional deals struck since July alone, and Nvidia is reportedly in talks to invest up to $10 billion as an anchor investor in Anthropic's expected Nasdaq IPO. Anthropic told investors it expects a second consecutive quarter of adjusted operating profit, with inference gross margins exceeding 80% before distribution costs, and its revenue run rate climbed from roughly $9 billion to $65 billion in seven months, the Financial Times reported. Anthropic confidentially filed its IPO prospectus with the SEC in June 2026, with sources cited by Reuters putting its target valuation at around $2 trillion, up from its most recent private funding round valuation of $965 billion, and listing timing expected before the U.S. midterm elections in November 2026. Nvidia CEO Jensen Huang, speaking at Goldman Sachs's tech conference last week, forecast global AI infrastructure spending of $3 trillion to $4 trillion by 2030, while OpenAI's Sam Altman said his company will not go public in 2026.

Impact on stocks 1

Artificial Intelligence · 1 stocks
NVIDIA Corporation
NVDA
▲ PositiveCapitalrelevance

Nvidia is reportedly in talks to invest up to $10 billion as an anchor investor in Anthropic's expected Nasdaq IPO, and its CEO forecasts $3-4 trillion in AI infrastructure spending by 2030.

Theme Impact 12

Off-coverage companies 2

AnthropicPrivate▲ Positive
Capitalrelevance

Anthropic committed $517 billion in compute, expects a second straight quarter of adjusted operating profit with >80% inference gross margins, and targets a ~$2 trillion IPO valuation.

OpenAIPrivate± Mixed
relevance

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