Anthropic is said to have signed $90 billion of $157 billion in publicly priced neocloud deals in 2026

One post says Anthropic signed $90 billion, or 57%, of the $157 billion in publicly priced neocloud deals signed in 2026. It also says OpenAI signed about $610 billion in deals in 2025, versus about $80 billion for Anthropic. Another post predicts that neoclouds able to turn on power in 2027–28 will benefit, but expects only a fraction of the compute backlog to become revenue.