Anthropic CEO says 80-fold growth in first quarter explains difficulties with compute

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Summary

Anthropic CEO Dario Amodei said the company experienced roughly 80-fold annualized growth in the first quarter versus plans for 10-fold, which he blamed for current compute shortages. He said the company is working to add capacity and will pass increased compute to customers as soon as possible. Anthropic announced a deal to use SpaceX's Colossus 1 data center capacity (over 300 megawatts) and has also signed major compute agreements including with Amazon to relieve infrastructure strain. The company is in talks with investors about a potential fundraising at a reported $900 billion valuation, even as it navigates regulatory scrutiny after being labeled a supply-chain risk by the Pentagon.

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Anthropic
$10M to $25M