The AI infrastructure crisis: why models are underperforming
The AI industry is facing a compute power shortage. Demand for agentic systems, which consume 10-100x more tokens, is outpacing data center capacity. Goldman Sachs predicts the AI infrastructure power shortage will persist until 2028.
The effects became apparent in 2026. Claude API uptime dipped to 98.95% in some periods, translating to almost 24 hours of downtime per year. Anthropic imposed token limits during peak hours. The Claude Opus 4.7 model consumes 46% more tokens than prior versions, quickly exhausting quotas.
Financials remain strained. OpenAI forecasts a $14 billion loss in 2026, while Anthropic lost around $3 billion in 2025.
Related stories
- Claude, ChatGPT and Grok broke the same morning
- Amodei warns the UN Security Council about AI risk
- Fears of AI apocalypse crashed into Anthropic's $2T IPO
- Ex-Anthropic engineer's exit post passed 170 million views
- A November IPO buys Anthropic time to show Q3 numbers
- Claude opened the door to an OpenAI employee's ChatGPT
Comments
No comments yet. Be the first.
Join the conversation
Sign in with Google to leave a comment. Your name and avatar come from your Google profile, and the comment appears after moderation.