Mythos, BigAI, Datacenters and Bottlenecks: The Physical Limits of the AI Boom
Published on 23.04.2026
Claude Mythos, $30B ARR, and the Datacenter Crisis Nobody Wants to Talk About
TLDR: Anthropic's new Claude Mythos model is being withheld from general release due to its capabilities, while the company's ARR has hit $30 billion and overtaken OpenAI in enterprise demand. Meanwhile, half of planned US data centers are delayed or canceled due to power constraints, equipment shortages, and geopolitical disruption -- a slow-moving crisis that is getting suspiciously little media coverage.
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