Anthropic & OpenAI Dominate AI Compute Deals

Anthropic and OpenAI are dominating the AI landscape, even striking unexpected deals. Anthropic just announced a partnership with Elon Musk's SpaceX and xAI. This gives Anthropic access to over 300 megawatts of new computing power and 220,000 Nvidia GPUs at SpaceX’s Colossus 1 data center. This massive boost allowed Anthropic to double the rate limits for its popular Claude Code service. What's interesting is that both Anthropic and OpenAI now account for half of the entire $2 trillion cloud revenue backlog across major providers like Amazon, Microsoft, and Google. Anthropic alone is committing $200 billion to Google Cloud over five years. This shows how crucial computing power is becoming for AI companies to grow. These two companies are not just selling AI models; they are building institutional deployment arms. This matters because their race for computing power is shaping the future of AI technology for everyone.