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Deployment & demand · United States of America

Anthropic

Private Work there, own it, buy from it ↓

Frontier model developer. Holds none of the How this is computedCount of rows in the bottleneck corpus: every material plus every non-material chokepoint.Method →Code → bottlenecks tracked here; listed as context for its step of the chain.

Bottlenecks held0 (Computed: Count of bottlenecks on which this organisation is recorded as a producer, a holder of the capacity, or a supplier of a critical part.) of 33none of the tracked rowsDirectory gradeConcentrateda judgement, not a sourced fact

Why graded so · Same: frontier training demand is concentrated in very few organisations.

Role cited from anthropic.com ↗. The grade is this project’s judgement. Report an error

01What it rests on, and what rests on it

each row quotes the page it rests on

Depends on

  • Grid interconnection queues
    “The U.S. can enable the buildout of large-scale infrastructure for AI training in strategic locations, including by accelerating permitting, supporting targeted transmission projects, and collaborating with utilities to speed up grid interconnection processes.”

    anthropic.com · primary source · A policy recommendation for US AI infrastructure, not a statement about Anthropic’s own sites.

  • Heavy-duty gas turbine order books
    “creating strategic reserves of critical grid components and gas turbines”

    anthropic.com · primary source · A policy recommendation. Says gas turbines, not heavy-duty ones.

  • Large power transformer slots
    “supply chain risks with critical grid components, including transformers and circuit breakers.”

    www-cdn.anthropic.com · primary source · Anthropic’s "Build AI in America" report on US AI infrastructure, not its own suppliers.

  • High-voltage cable and switchgear
    “supply chain risks with critical grid components, including transformers and circuit breakers.”

    www-cdn.anthropic.com · primary source · Circuit breakers are switchgear; cable is not named. A policy report, not its own suppliers.

A recorded dependency is a sentence, not a share, a volume or a contract. Walk it on a portfolio →

02Others at the same step of the chain

directory rows · grades are judgements
  • MicrosoftHyperscale compute buyerConcentrated
  • Amazon Web ServicesHyperscale compute buyer and custom siliconConcentrated
  • GoogleHyperscale compute buyer and custom siliconConcentrated
  • MetaHyperscale compute buyerConcentrated
  • OpenAIFrontier model developerConcentrated
  • xAIFrontier model developerConcentrated
  • CoreWeaveSpecialist compute providerCompetitive

03Ways to take part

how to reach it, not whether to

Not investment advice. This says how the public can reach a company — a job, its shares, its products — not whether anyone should. It takes no account of anyone’s circumstances, and a company holding a chokepoint is not a reason to own it. What this is not

Work there
Its open roles are read daily from its public job board, and listed here.647 open rolesOfficial careers page ↗
Own part of it
Its shares are not traded on a public exchange. Privately held.
Buy from it
What it does in the chain: Frontier model developer. At this depth of the chain most sales are to other businesses, under contract. Its own page describes what it offers.Its own page ↗

04Hiring

from its public job board

All 647 (Computed: Count of postings currently listed on the public job boards Substrata reads, after the page’s filters. By default software and business roles that name no bottleneck are left out; "Every role" puts them back.) open roles, read daily from the company’s public job board. Official careers page ↗

05What this holds up

6 loops
  • Frontier training runone turn: Weeks to months

    depends on Grid interconnection queues, which gates it.

    Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is primary source

  • Energyone turn: Months to years

    depends on Grid interconnection queues, which gates it.

    Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is primary source

  • Energyone turn: Months to years

    depends on Heavy-duty gas turbine order books, which gates it.

    Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is primary source

  • Frontier training runone turn: Weeks to months

    depends on Large power transformer slots, which gates it.

    Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is primary source

  • Energyone turn: Months to years

    depends on Large power transformer slots, which gates it.

    Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is primary source

  • Energyone turn: Months to years

    depends on High-voltage cable and switchgear, which gates it.

    Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is primary source

A loop is one design, build and measure turn. Severity is a dated judgement on a 0–12 scale, not a measurement, and the judgements are not added together — the figure shown is the worst single one.

06Sources

1 cited
  1. anthropic.com ↗ — its role in the chain: Frontier model developer

Discussion

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