Comment by keeda

True, but all the hyperscalers and neoclouds have been severely capacity crunched for multiple quarters and have a backlog of a trillion+ dollars. So even if Anthropic wants capacity it's going to be a) hard to come by (like Dario said on Dwarkesh, 2 - 3 year lead times) and b) even more expensive because of the scarcity and intense competition. OpenAI won't need to lock Anthropic out if they've already locked in the future capacity (presumably at much more favorable rates) in advance.

(That said, I'm not sure what the Stargate deal falling through means.)