That's a really good point, I hadn't thought about that. If Anthropic have tied up almost a trillion dollars in compute commitments, that's going to make it a lot harder for their competitors to steal their customers (though OpenAI seem to be fine on that front, they've been hoarding compute for years.)

One of Anthropic's most interesting technical moats is that they can serve their models on NVIDIA hardware or Google TPUs or AWS Trainium - they talked about that in an incident postmortem last September: https://www.anthropic.com/research/a-postmortem-of-three-rec...