The worldwide contradiction between supply and demand in AI computing power is becoming more acute. Anthropic's business expansion has far outstripped projections, resulting in a severe shortage of computing power reserves. In the first quarter alone, the company's revenue and usage have skyrocketed, multiplying 80 times on an annualized basis. This growth far exceeds the previously reserved capacity, which was anticipated to grow only 10-fold. Consequently, the available computing power falls drastically short of meeting the surging demand.
