SemiAnalysis says Anthropic and OpenAI each ended 2025 with nearly 2 GW of AI conpute and each should end 2026 near 5 GW. Epoch AI data center tracking identifies named location with about 1.45 GW for Anthropic and 421 MW for OpenAI with confidence. Add every announced 2026 project and the end of 2026 number ... Read more