Anthropic has committed to 15 GW of additional computing power over the next few years at an estimated cost of $500 billion, while OpenAI increased its data center expense projection to $750 billion through 2030. Major concerns include whether these companies can generate sufficient revenue to offset massive spending commitments and whether data center construction delays—with only 50% of planned AI capacity expected to come online by 2028—will create significant compute supply shortages.