Chris Lewis
4.7K posts

Chris Lewis
@marketarbitrage
I answer to myself and the Almighty for my posts. Here to listen, learn and share perspectives. 🙏🏼🇺🇸


Alphabet just committed up to $40 billion more to Anthropic and pledged at least 5 gigawatts of computing power to back it. To understand why Google keeps writing bigger and bigger checks, you have to understand Anthropic's compute crisis. Anthropic's revenue ran at $9 billion at the end of 2025. By March 2026 it was $30 billion, more than tripling in a single quarter. Over 1,000 enterprise customers are now spending more than $1 million a year on Claude, a number that doubled in under two months and Anthropic is capturing 73% of all first-time enterprise AI spending. The problem is the growth is so fast, Anthropic can't physically serve all of it. Both Anthropic and OpenAI are currently turning away business because they don't have enough compute to fulfill demand. OpenAI's CFO said she spends significant time trying to source last-minute GPU capacity and that without it, there is no revenue. At Anthropic, paying Claude subscribers started hitting session caps during peak hours earlier this month, a public acknowledgment that infrastructure is failing to keep pace with demand. Dario Amodei knows this as he stated that Anthropic is compute-constrained, and that compute is the primary bottleneck for both model development and deployment. Expecting more Anthropic deals to be made over the next few months.







Zohran Mamdani's supporters have no understanding of how economies work. I tried explaining how socialism harms New York City, only to be called Islamophobic. Please fat check every single statement I make below, it's all true. Numbers don't lie, Socialists do.



With firm, supportive cushioning, the PRO™ Yoga Mat keeps you stable for inversions and balancing poses, while still protecting sensitive joints.






