2027 new computing capacity projected at 40GW… OpenAI and Anthropic estimated at 30%

SemiAnalysis founder and CEO Dylan Patel said at Runtime 2026 on October 1 that OpenAI and Anthropic will add roughly 12GW of new compute capacity in 2027, about 30% of an estimated 40GW global increase that year, with their combined share put in a 25-40% range. He projected worldwide compute capacity rising from about 60GW at the end of 2024 to more than 100GW by the end of 2026, nearly doubling in two years. The two AI developers' combined capacity was estimated at about 4GW at the end of 2025 and about 10GW in 2026. The figures matter because they frame how concentrated the buildout of AI infrastructure will remain among a handful of frontier labs. What to watch next is whether OpenAI and Anthropic sustain that share of new capacity through 2027 and how the remaining 28GW is distributed across other operators.