capexScore 85/100Watch
Amodei: Anthropic revenue grew >3x in one quarter (80x annualized), far above planned 10x/yr compute ramp; more Google/Amazon compute deals coming
“We were planning for a 10x a year growth in compute... We saw a greater than 3x growth in revenue quarterly just in a quarter... you saw the compute deals with Google, you saw the compute deals with Amazon... there are more that we kind of can and will do.”
Why it matters
First-party disclosure that demand is outrunning Anthropic's already-aggressive compute provisioning, forcing incremental compute purchases from hyperscalers on a compressed timeline.
Investment implication
Bullish for Google and Amazon cloud/AI infrastructure segments, which supply Anthropic's compute; supports continued hyperscaler AI capex acceleration.