Veytics Intelligence
2026-10-01 · Yahoo

Making sense of Anthropic's massive AI spending plans

In The Loop host Ejaaz Ahamadeen takes a closer look at Anthropic's (ANTH.PVT) projected AI capital expenditures over the next decade. Video Transcript 00:00 Speaker A If you look at the $518 billion CapEx expenditure. So this is the amount of money that Anthropic has basically committed to spending on infrastructure, data centers, GPUs, compute to build, train and inference the models. $518 billion, at half a trillion committed over the next 10 years. That just seems crazy. That just seems like it's unsustainable and even if Anthropic was to make like 30 to 40 billion a quarter, it still makes no feasible sense how they'd be able to pay for this respectively with all the other operating costs that they have.

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