Why Anthropic’s $895 Billion Compute Bill Is Shaking the AI Trade

AI usage is still climbing, but token prices are falling faster than labs can grow into fixed compute contracts.

ZMACRO Weekly | November 9, 2026 By Dorian

Even Businesses AI usage is still growing on weekly basis, the actual subscription revenue growth fell by two-thirds in a single quarter.

THE DEMAND IS STILL GRWOING BUT NOT AS FAST AS IT USED TO BE, IN THE MATTER OF FACT, FAR FROM IT.

The compute contracts behind that revenue were signed up to eighteen months in…