$180B: Nvidia says Anthropic has contracted $180B+ of cloud and neocloud compute, 2.5GW through 2028
Nvidia disclosed the figure at its latest non-deal roadshow, one of the largest AI demand signals ever made public.
Against a $12.65B annual cost base, Anthropic is locking in compute several orders of magnitude beyond its current spend. Nvidia also put its own revenue opportunity per gigawatt at $25B on Blackwell and $40B on Rubin.