Valida Pau's analysis in The Information puts numbers on how far Anthropic's infrastructure commitments have run since October: agreements covering at least 14.8 GW of compute capacity, with total spending over the next decade potentially reaching $517 billion. Start with the power figure, because it is the one that converts into physical reality. 14.8 GW is grid-scale. It is … [Read more...] about Anthropic Has Contracted at Least 14.8 GW of Compute and May Spend $517B Over the Next Decade