Machine Heart

Jun 6, 2026 · Industry Insights

How AI Companies Spending Billions Solve the ‘Buy Too Much or Too Little’ Compute Dilemma

Anthropic’s CFO Krishna Rao explains how AI firms treat compute as a lifeblood, why mismatched capacity can cause bankruptcy or loss of market position, and how the company uses the “cone of uncertainty”, scenario‑based planning, cross‑chip scheduling, and massive forward contracts to balance cost and performance.