People familiar with the matter said that last year Anthropic could use about 1.5 gigawatts of computing power, while OpenAI was about 2 gigawatts. The source was not authorized to disclose relevant details to the outside world. But Anthropic has made a huge leap forward. People familiar with the matter revealed that the AI lab told investors that it plans to have about 5 gigawatts of usable computing power by the end of this year. The company expects to double its computing power by the end of next year. According to people familiar with OpenAI's estimated data, this is generally in line with OpenAI's plans: the computing power will reach about 5 gigawatts this year and 10 gigawatts next year. Anthropic is intensively entering into a number of collaborations. The company has agreed to lease computing power from SpaceX at a monthly cost of $1.25 billion, and the agreement will last until May 2029. The AI lab is currently still negotiating to lease computing power to Meta. The total value of this potential deal could reach up to $10 billion over two years.

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