Anthropic CEO on compute: 'We're going to acquire as much as we can'
Speakers
Summary
CNBC's Kate Rooney reports on Anthropic's explosive revenue growth (80x annualized) and CEO Dario Amodei's commitment to acquire maximum compute capacity. Large compute deals with Amazon and Google are highlighted, and Rooney suggests hyperscalers will benefit. The segment also covers Claude Code and a 'printing press moment' for software coding.
- Anthropic's revenue grew at an 80x annualized rate, far exceeding expectations.
- CEO Dario Amodei said the company will acquire as much compute as possible.
- Anthropic signed compute deals with SpaceX, Amazon ($25B), and Google ($40B).
- Kate Rooney says the compute demand bodes well for hyperscalers like Amazon and Google.
- Anthropic's Claude Code product is described as a 'printing press moment' for coding.
- The transcript also touches on OpenAI's past consideration of merging with Anthropic.
Trade Ideas
Hyperscalers benefit from Anthropic compute demand
Anthropic's revenue growth far exceeded expectations (80x annualized), driving CEO Dario Amodei to state they will acquire as much compute as possible. This sustained demand for compute capacity, evidenced by large deals with Amazon ($25B) and Google ($40B), will benefit hyperscalers like Amazon and Google who provide the underlying infrastructure.
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This CNBC video, published May 07, 2026, features Kate Rooney discussing AMZN, GOOGL. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Kate Rooney · Tickers: AMZN, GOOGL