It had been noted several times since December that Anthropic was procuring insufficient power. The company's CEO stated that their bet on power was not so ambitious that they wouldn't be able to cover server costs even in the worst-case scenario of revenue growth. However, this approach was not seen as something rapidly growing companies should boast about.
The editorial board reports that the company's operations are going so well that they have not only met but exceeded their positive (unrealistic!) revenue growth forecast within the first 3.5 months of the year. This unexpected success has led Anthropic to reconsider its previous cautious strategy.
However, it now seems that in future interviews, Dario will no longer be able to allude to OpenAI by saying, "some market participants are making crazy bets and just love big numbers" (this is not a joke, it's a quote). In the past week, he realized how wrong he was, and now three new pieces of news have emerged regarding increased power. These news items include agreements with CoreWeave and Broadcom/Google for the supply of several Gigawatts of chips, as well as the consideration of producing their own AI chips. It should be noted that OpenAI has been working in this direction for approximately 2 years already.
Overall, this means that Anthropic will acquire power at higher prices than OpenAI, which will lead to a reduction in the company's margins. Another such misstep could result in power providers no longer being available by 2028, as all suppliers will be working for major players like OpenAI, Google, and China.