$518 Billion in Commitments Silences AI Infrastructure "Slowdown" Debate — Semiconductor Supply Chain Enters Super Boom
· Source: biggo.com
In short
Anthropic has committed at least $518 billion to AI infrastructure over the next decade, with roughly 80% of its cloud and equipment contracts non-cancellable, while computing costs have pushed operating losses past $8 billion. Meanwhile OpenAI's annualized revenue approaches $70 billion, and semiconductor supply shortages have hit record levels, with DRAM lead times stretching to 20 weeks — 2.5 times normal — and HBM prices projected to rise 121%. Analysts see Big Tech capex holding up despite rates above 5%, with Micron's upcoming earnings and guidance as a key test for the memory sector.
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In the issue of week 40, 2026: Supply Chain AI Advances, but Data, Governance and Capacity Set the Pace
Tags: semiconductors, supply chain, AI infrastructure, DRAM, data centers, capex