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Anthropic CEO says 80-fold growth in first quarter explains 'difficulties with compute'

CNBC·Kate Rooney·26 days ago
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Dario Amodei, co-founder and chief executive officer of Anthropic, at the AI Impact Summit in New Delhi, India, on Thursday, Feb. 19, 2026. Prakash Singh | Bloomberg | Getty Images 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 basies, 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." Amodei's comments came hours after Anthropic announced  a deal with  Elon Musk 's  SpaceX  to use all of the compute capacity at his company's  Colossus 1 data center  in Memphis, Tennessee. As part of the agreement, Anthropic will get access to more than 300 megawatts of capacity.…

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