The speaker counts Amazon's Bedrock compute for Anthropic models as Anthropic compute because it ultimately generates revenue for Anthropic, notwithstanding revenue sharing and credits.

“of our worldview because it is effectively at the end of the day counted as revenue for anthropic even though like there's a revenue share and credit back all that but ultimately in 2028 it's it's you know if they get to 100 gigawatts combined they have done”