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tomtunguz.com · published on 2026-06-29 08:00

Anthropic's 2026 Compute Spending Reaches 2.3 Times Its Payroll; Three Scenarios Forecast AI Expenditure Share by 2029

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Anthropic spends 2.3x payroll on compute. Top software firms spend 0.4x. Three scenarios for where the rest of the market lands by 2029.

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