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OpenAI Bets $750 Billion on AI Infrastructure While Anthropic Struggles With Compute Shortages Ahead of IPOs

OpenAI Bets $750 Billion on AI Infrastructure While Anthropic Struggles With Compute Shortages Ahead of IPOs

Jul 27, 2026
The Deep View

OpenAI is betting $750 billion on AI infrastructure by 2030, including a $30 billion Georgia data center, while rival Anthropic faces user outages and compute shortages from its reliance on leased cloud resources, highlighting a growing divide in AI infrastructure strategy ahead of both companies' anticipated IPOs.

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