Breaking! Anthropic's valuation hits $900 billion, surpassing OpenAI.
In the AI computing power arms race, how much longer can your $BTC hold out?

Today we’re talking about a big deal. Anthropic, a company that spun off from OpenAI five years ago and has been the number two player since, is no longer content with that. They are seeking funding at a $900 billion valuation—calculate it, that’s nearly $40B higher than OpenAI’s recent $852 billion round.

Here’s the story: On April 29th, news broke that Anthropic is in talks with investors, but no contracts have been signed yet. The core driver of these negotiations is their newly released model—Claude Mythos Preview. This thing isn’t simple; it focuses on advanced cybersecurity and has already caught the attention of Trump administration officials, tech CEOs, and banking executives, holding several closed-door meetings.

You might ask, does how good the model is really matter for funding? It matters a lot. Running this model requires massive computing power, so Anthropic needs to raise money to burn. Meanwhile, their commercialization is also picking up speed: annual revenue has already hit $30 billion, up from just $10 billion last year. At this rate, it’s doubling every three months.

Let’s also talk about OpenAI. They just raised $122 billion at the end of March, with Amazon, Nvidia, and SoftBank each investing between $30 billion and $50 billion. But Anthropic managed to boost its valuation to $900 billion in just a month—overtaking from behind. What does this show? Capital is betting that the AI race isn’t over yet, betting that Claude’s path can be successful.

Computing power is the key battle. Early this month, Anthropic signed an agreement with Amazon: Amazon will invest $25 billion, and Anthropic will get up to 5 gigawatts of compute capacity. They also partnered with Google and Broadcom, locking in another 5 gigawatts. Combined, that’s 10 gigawatts, coming online next year. Google also separately pledged an additional $40 billion in investment.

Such crazy capital density—five years ago, you wouldn’t even dare to imagine this. But here’s the problem: AI, at its core, is powered by electricity and chips. Whoever secures the compute power will have pricing power. Right now, the competition between these giants is fierce, reminiscent of the Intel vs. AMD wars of the past.

What should retail investors do? On the surface, this seems unrelated to crypto. But think carefully: as AI advances, data centers consume more energy, increasing demand for chips and electrical infrastructure. The cost of mining Bitcoin, fundamentally, is energy cost. When global capital is focused on compute power, the energy price center will inevitably shift upward.

History doesn’t repeat exactly, but it rhymes. The Industrial Revolution relied on coal, the Information Revolution on silicon, and the AI revolution on compute power. Whoever controls compute power will control the next round of asset pricing. The $BTC you hold today is backed by the entire network’s computing power. When AI companies deploy trillions of dollars to fight for compute, the cost of Bitcoin’s mining—its limited compute—becomes relatively cheap.

Don’t expect to get rich overnight. But if you believe in the scarcity of compute power, you should know: every leap in human computing capability passively revalues fixed assets. This isn’t hype; it’s a physical law.

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