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Anthropic aims to bypass cloud providers by directly contracting a 1GW data center.

42 minutes ago

Insight Beating AI Express: The Information, citing people familiar with the matter, reports that Anthropic is in talks with Stream Data Centers to directly lease up to 1GW of data center computing capacity. The two sides are in early-stage negotiations, with no final size confirmed, and the deal could still fall through. If signed, Anthropic will become a direct data center tenant, deploying its own servers and chips—including Google and Broadcom’s TPUs, as well as NVIDIA GPUs. Google is also discussing providing credit guarantees for some of the projects. This differs from renting servers directly from AWS or Google Cloud: Anthropic will control its own chips, racks and network equipment, cutting out a layer of cloud provider markup, though it will bear the costs of equipment procurement and data center operations. Per estimates from data center developers interviewed by The Information, a full 1GW computing infrastructure would require at least $40 billion in capital investment. Anthropic has already directly leased around 401MW of data center capacity from TeraWulf this year, and last year announced a $50 billion investment in a custom data center in partnership with Fluidstack. If the Stream deal reaches 1GW, it will become one of Anthropic’s largest direct data center leases to date.

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