# Stargate Related Articles

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Anthropic's Revenue Surpasses $30 Billion, Signs 3.5 Gigawatt Computing Power Agreement with Google and Broadcom

Anthropic announced its annualized revenue has surpassed $30 billion, a more than threefold increase from $9 billion at the end of 2025. The number of enterprise customers spending over $1 million annually doubled to 1,000 in less than two months. Growth is largely driven by Claude Code, launched in May 2025, which reached over $2.5 billion in annualized revenue by February 2026. In a related move, Broadcom disclosed in an SEC filing that Anthropic will secure approximately 3.5 gigawatts of next-generation TPU compute power starting in 2027, marking its largest single compute commitment to date. This is part of an expanded partnership involving Google and Broadcom, which will design and supply the new TPUs. Unlike OpenAI’s capital-intensive Stargate project, which involves building owned-and-operated data centers, Anthropic adopts a capital-light strategy—relying on long-term compute agreements with cloud providers (AWS, Google Cloud, and Microsoft Azure) without owning physical infrastructure. This multi-cloud, multi-chip approach offers flexibility but may entail higher long-term costs. Anthropic expects a $14 billion loss in 2026 despite ~40% gross margins.

marsbit04/07 07:29

Anthropic's Revenue Surpasses $30 Billion, Signs 3.5 Gigawatt Computing Power Agreement with Google and Broadcom

marsbit04/07 07:29

Stargate Project Pivots: OpenAI Abandons Construction for Leasing, Wakes from 1.4 Trillion Compute Empire Dream

OpenAI has significantly restructured its ambitious Stargate project, shifting from a plan to build its own data centers to leasing computing power from cloud providers like Microsoft Azure, Oracle, and Amazon AWS. Initially announced in January 2025 with a projected investment of up to $1.4 trillion, the project's budget has been reduced by 57% to around $600 billion through 2030. The change comes after more than a year of delays, with no employees hired and no construction started, largely due to lenders' reluctance to finance the project given OpenAI’s ongoing substantial operating losses. The restructured Stargate is now organized into three teams overseeing commercial partnerships, technical engineering, and physical operations, all managed by former Intel executive Sachin Katti. Despite the shift in strategy, OpenAI still aims to deploy nearly 7 gigawatts of server capacity over three years, with investments totaling over $400 billion. The company is also developing its own AI chips in collaboration with Broadcom to reduce inference costs. Annual spending is projected to reach about $120 billion, matching Microsoft's yearly capital expenditure, even as OpenAI's revenue remains significantly lower and profitability is not expected before 2030.

marsbit03/17 13:08

Stargate Project Pivots: OpenAI Abandons Construction for Leasing, Wakes from 1.4 Trillion Compute Empire Dream

marsbit03/17 13:08

When Dreamers Start Doing the Math: How Reality Interrupted OpenAI's $500 Billion Stargate?

OpenAI's ambitious $500 billion "Stargate" data center project has stalled due to financing challenges and internal disagreements with partners SoftBank and Oracle. After lenders rejected OpenAI's request for billions to build its own data centers—citing unproven business models and cash burn concerns—the company was forced to scale back its plans. It has now shifted from owning infrastructure to leasing capacity, signing major deals with Oracle and others. OpenAI has also slashed its 2030 computing expenditure target by 57%, from $1.4 trillion to $600 billion, and projects $280 billion in revenue by 2030. Despite having over 900 million users, only about 5% pay for ChatGPT, and competition is intensifying. Facing high costs and slower monetization, OpenAI is prioritizing financial sustainability over grand visions.

比推02/24 14:06

When Dreamers Start Doing the Math: How Reality Interrupted OpenAI's $500 Billion Stargate?

比推02/24 14:06

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