Some credit providers say they have extended substantial debt for projects involving OpenAI or Anthropic and feel their capacity is full.

“And right now, the end payer of the bills are Anthropic and OpenAI. So many of the data centers and the, the, the, the being built by the neoClouds are for OpenAI and Anthropic, and a lot of the credit providers are saying, "I'm feeling kind of full.”

“You know? I just did a ton, I just did a ton of debt, um, for either one of these." And didn't matter if it was CoreWeave or Nebius or an upstart like Volta or someone else.”