alt Hacker NewsScrambling? Seems to me xAI built too much capacity (for what they can use in 2026). Does that mean OpenAI built the right amount? I don't see how this proves that just because we see one AI company willing to sell compute. We don't even know the terms/pricing.
> Scrambling?
Yes.
To quote:
> Anthropic CEO Dario Amodei said his company tried to plan for 10-fold growth. But revenue and usage increased 80-fold in the first quarter on an annualized basis, which he says explains why it’s been so hard to keep up with demand.
> “That is the reason we have had difficulties with compute,” Amodei said Wednesday at his company’s developer conference in San Francisco. Amodei added that the company is “working as quickly as possible to provide more” capacity and will “pass that compute on to you as soon as we can.
https://www.cnbc.com/2026/05/06/anthropic-ceo-dario-amodei-s...
I think "scrambling" is a fair characterization of the CEO saying "we have had difficulties with compute" and "working as quickly as possible to provide more"
They've also signed new compute deals with Google and AWS recently.