How do I post in #AnthropicComputeRace?

When creating a post on OKX Orbit, type # in the editor and select AnthropicComputeRace from the dropdown to tag your post with this topic.

What crypto assets are related to AnthropicComputeRace?

AnthropicComputeRace is associated with various crypto assets. You can view real-time price data and market insights for these assets directly on this page.

#AnthropicComputeRace

Q: What is AnthropicComputeRace?

AnthropicComputeRace is Anthropic is locking down compute on every front. On May 6 it signed a SpaceX deal for 300MW capacity and 220K+ NVIDIA GPUs at $1.25B/month through 2029. On May 21, reports say Anthropic is in talks to use Microsoft's Maia 200, a custom AI chip previously reserved for internal use only. If closed, it adds a compute channel beyond Google Cloud and AWS. This follows a 10-year, $100B+ AWS Trainium deal from April. Anthropic is building multi-cloud, multi-chip infra at hyperscaler scale.. Follow this topic on OKX Orbit for the latest community posts and token insights.

About AnthropicComputeRace

Anthropic is locking down compute on every front. On May 6 it signed a SpaceX deal for 300MW capacity and 220K+ NVIDIA GPUs at $1.25B/month through 2029. On May 21, reports say Anthropic is in talks to use Microsoft's Maia 200, a custom AI chip previously reserved for internal use only. If closed, it adds a compute channel beyond Google Cloud and AWS. This follows a 10-year, $100B+ AWS Trainium deal from April. Anthropic is building multi-cloud, multi-chip infra at hyperscaler scale.

Hot

Latest

AnthropicComputeRace Popular posts

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Anthropic is reportedly in early talks to rent Azure servers powered by Microsoft’s $MSFT Maia AI chips, per The Information. The move would further deepen Microsoft’s relationship with Anthropic, after Microsoft pledged up to $5B to the company, Anthropic committed $30B in Azure spending, and Microsoft began reselling Claude through Azure. The chip angle matters because Maia is being positioned as a lower-cost option than Nvidia’s $NVDA GPUs for certain inference workloads, rather than a replacement for frontier AI training. Anthropic already uses chips from Amazon $AMZN, Google $GOOGL, and Nvidia $NVDA, and Microsoft now wants Maia to become part of that mix. 2. Nvidia $NVDA PT's were raised across the street with the highest of $500 at Baird. The firm says Nvidia continues gaining market share in AI inferencing and across hyperscalers, while adoption of the upcoming Vera Rubin platform at frontier model companies is expected to exceed that of Blackwell. Baird also believes Vera’s standalone performance could significantly outperform traditional x86 CPUs, opening an additional $200B TAM opportunity for Nvidia, which already has visibility into nearly $20B in CPU revenue this year alone. Looking ahead, the firm expects annual AI infrastructure spending to grow from over $1T in 2027 to roughly $3–4T by 2030 as agentic AI proliferates across industries, while reiterating Nvidia as one of its top investment ideas. 3. U.S. initial jobless claims came in at 209,000, slightly below expectations of 210,000, signaling the labor market remains relatively stable. 4. OpenAI reportedly generated about $5.7B in Q1 revenue, roughly $1B ahead of Anthropic, per The Information. Anthropic could narrow that gap quickly, with its recent annualized revenue reportedly nearing $45B compared to OpenAI’s $25B annualized run rate in February. Anthropic is also projecting nearly $11B in Q2 revenue and about $600M in operating profit. OpenAI’s Q2 outlook was not reported, but The Information said growth has been supported by Codex, enterprise sales, ad tests, GPT-5.5, and image generation. 5. Walmart $WMT reported earnings this morning, with EPS of $0.66 coming in line with expectations and revenue of $177.8B beating estimates of $175B. Despite the revenue beat, the stock fell 7% after the company lowered guidance and warned it would raise prices on certain consumer goods. 6. Starbucks $SBUX has reportedly retired a worker-facing AI tool designed to automate inventory counts and help address product shortages, according to Reuters. The program was shut down this week, just nine months after being rolled out across North American stores. 7. A reported draft agreement between the U.S. and Iran has reportedly been reached through Pakistan-mediated talks, with an official announcement expected within hours. The deal is said to include an immediate comprehensive ceasefire across all fronts, along with commitments from both sides not to target infrastructure. The agreement would also guarantee freedom of navigation through the Persian Gulf and Strait of Hormuz under a joint monitoring mechanism. In exchange for Iran’s compliance, sanctions would reportedly be gradually lifted, while negotiations on unresolved issues are expected to begin within seven days. 8. $AMD AMD announced more than $10B in investments across Taiwan’s ecosystem to expand advanced packaging capacity and accelerate next-generation AI infrastructure deployments. The company highlighted products ranging from its 6th Gen EPYC CPUs, codenamed “Venice,” to its Helios rack-scale AI platform featuring Instinct MI450X GPUs, with multi-gigawatt deployments expected to begin in the second half of 2026. AMD also said it reached another key production milestone with TSMC, as Venice EPYC CPUs are now ramping on TSMC’s 2nm process technology in Taiwan, with future plans to expand production to TSMC’s Arizona fabrication facilities. 9. The U.S. is preparing to award $2B to nine quantum companies through the CHIPS and Science Act while also taking minority equity stakes. IBM is expected to receive $1B, GlobalFoundries $375M, and other recipients including $QBTS D-Wave, $RGTI Rigetti, $INFQ Infleqtion, Atom Computing, PsiQuantum, and Quantinuum are expected to receive $100M each. Diraq is expected to receive $38M. The deals would combine grants with government equity stakes, though they still need to be finalized. 10. The Pentagon is testing AI models from OpenAI, Google, and others as it looks for alternatives to Anthropic’s Claude, per Bloomberg. The tests began in March with 25 heavy users of the Defense Department’s AI tools across five military theater commands. The move follows Defense Secretary Pete Hegseth designating Anthropic as a supply-chain risk over its model guardrails, a designation Anthropic is now challenging in court. Claude is currently used heavily in the Pentagon’s Maven Smart System, including classified operations. 11. Oura, the maker of the popular smart ring, has reportedly filed confidentially for an IPO and plans to go public later this year, per Bloomberg. The company’s growth is the main story: revenue is expected to reach $1.5B in 2026, up from $500M in 2024, while total rings sold have climbed to 5.5M from 2.5M in mid-2024. Oura was last valued at $11B. 12. A Bank of America survey shows investors are increasingly worried the Federal Reserve may need to raise interest rates again. According to the survey, 14% of investors believe conditions for a hike are already in place, while 38% think the Fed would tighten policy if core inflation rises to 3.5%–4%, regardless of labor market strength. Overall, more than half of respondents see rate hikes as possible under certain inflation scenarios, reflecting renewed concern about persistent inflation pressure. I will also be launching a product tomorrow morning at 10AM EST that I think many retail investors will enjoy. 100% free. See you then! WALL STREET IS THE GREATEST SHOW ON EARTH.

🚨 900 billion USD. Silicon Valley's new AI elites are leveraging to outer space. The craziness of these tech elites makes even the most aggressive grassroots players in the crypto world pale in comparison. 💀 Bursting the nearly trillion-dollar computing power illusion Anthropic's IPO countdown is frantically ticking, with a valuation already shouted up to 900 billion USD. Their operating profit in Q1 this year was a meager 560 million USD. But their signed cloud spending and computing power commitments have already piled up to a terrifying 330 billion USD. It's like running a noodle shop with a monthly net profit of 50 yuan, yet daring to sign a lease contract worth 30,000 yuan. The only solution is to rush into the US stock IPO by October and find retail investors across the US to be the ultimate bag holders. 🦖 The 2000 Cisco bubble is being remastered in high definition Back then, Wall Street firmly believed routers were the future of humanity, and Cisco's market cap soared to 550 billion USD, but the startups buying routers were not profitable at all, and demand instantly dropped to zero. Nvidia today is like Cisco back then, and labs like Anthropic hoarding crazily are like those buyers inflating the bubble back then. • On May 6, they booked 220,000 GPUs at SpaceX's supercomputing center, paying Elon Musk 1.25 billion USD monthly. • On May 21, it was revealed they turned to Microsoft to negotiate Maia 200 chips. This is not a multi-chip strategy; it's a helpless compromise after being unable to afford Nvidia's fine grains, starting to eat coarse grains to save money. 📉 Macro liquidity has begun to unload defenses On the very day Anthropic was desperately begging for chips, Walmart's stock price plummeted over 7%, shattering the illusion of a strong economy by the retail giant. WTI crude oil plunged 6% in a single day back to the 95 USD range, with geopolitical risk premium wiped out in one candlestick. While Silicon Valley is still struggling with electricity bills and servers, the old money has actually started to retreat. Now the market relies entirely on a few tech giants' earnings reports to hold up; once liquidity recedes, who is swimming naked will be obvious. 💰 The crypto world's AI narrative also needs to be stripped down Many retail investors trading on OKX still think the AI sector is the only lifeline in 2026. Wake up. If the tech bubble in US stocks is squeezed, risk assets on-chain will definitely be the first to be sacrificed. Don't be fooled by $BTC and $ETH oscillating at certain thresholds; the shadow of macro heavyweights always looms overhead. Especially $ETH, which is tied to a bunch of DeFi, RWA, and on-chain finance; if faith in tech stocks collapses, Ethereum's liquidity premium will be drained first. This drama in the second half of the year will either see AI giants successfully going public and sharing the bubble with the world, or computing power costs directly crushing these money-eating beasts. Are you ready to suffocate along with this century's big gamble, or will you honestly hold your spot and wait for the tide to recede?👇 #Anthropic算力军备赛：微软芯片也要拿下

BTCUSDTperpetual30xBuyOpen position

Trade

Floating PnL

+1.18%

Average sub-order price76,909.23Mark price76,939.50

Trouble! Three hot topics are hitting the market at once, and this time BTC and ETH are really not just experiencing ordinary fluctuations! #美伊谈判三连转：核底线仍是死结 The US-Iran negotiations have turned three times; on the surface, it looks like easing, but the core issues are still stuck. Simply put, they have the cards and have spoken, but are still kicking each other under the table. The market fears this kind of half-good, half-bad news the most. If they reach an agreement, risk assets can breathe a sigh of relief. If talks collapse, crude oil will explode first, inflation expectations will rise again, and BTC and ETH will immediately be pressed down by macro forces. So BTC isn’t weak now; it’s waiting for a clear signal. As long as the US-Iran line doesn’t suddenly derail, BTC still has room to recover in the short term. It now looks more like the big brother in the market—silent but still holding the steering wheel. ETH is even more sensitive. If BTC holds steady, ETH is the easiest to pick up on on-chain sentiment. RWA, AI, tokenized stocks, DeFi—once market risk appetite returns, ETH is the first to be tested by capital. #"Crypto Mom" Exit: SEC Tokenization Exemption Narrows With the SEC losing crypto-friendly figures like Hester Peirce, the short-term outlook isn’t purely positive. Previously, the market speculated on compliance, tokenized stocks, and regulatory easing; she was the one handing tissues to the crypto community. Now that she’s leaving, the market worries whether the SEC can remain gentle. But don’t scare yourself here. This isn’t the regulator suddenly hammering down, but losing a familiar face. The impact on BTC is minor because BTC is already more like an institutional asset. The impact on ETH is slightly bigger because ETH is tied to DeFi, staking, RWA, and on-chain finance, making it the first to tremble at regulatory shifts. #Anthropic Compute Power Arms Race: Microsoft Chips Also Involved The Anthropic compute power arms race continues, with SpaceX, Microsoft chips, and AI compute all involved. What does this mean? AI is not receding. It’s shifting from storytelling to fighting for electricity, GPUs, and chips. As long as the US tech sector can hold up, BTC and ETH won’t look too bad. Because a large part of the market’s risk appetite is still propped up by AI. If the AI sector doesn’t die, the Nasdaq doesn’t die, the crypto market still has chances to breathe and fight back. US-Iran talks are thunder. SEC personnel changes are wind. AI compute power is fire. If the thunder doesn’t explode, the wind doesn’t blow wildly, and the fire keeps burning, BTC and ETH still have reasons to push upward. In the short term, BTC is about whether it can keep morale steady. ETH is about whether it can reignite using AI, RWA, and on-chain assets. This isn’t blindly shouting bull market is back. But it’s also not that the market is dead. This market is like a midnight barbecue stand: The oil pot is still hot, the owner hasn’t closed up, it’s just a question of whether the next wave of capital dares to keep adding skewers. $BTC $ETH $ANTHROPIC

ETHUSDTperpetual100xBuyOpen position

Trade

Floating PnL

+4.99%

Average sub-order price2,120.74Mark price2,121.80