IPO Newsroom(@IPONewsroom_):ANTHROPIC IN TALKS FOR UP TO 1GW OF DIRECT DATA CENTER CAPACITY Anthropic is in early talks to lease up to 1GW from Apollo-backed Stream Data Centers, potentially its largest direct data center deal yet, per The Information. The sites could house Google/Broadcom TPUs, with Google potentially providing a credit guarantee. A 1GW buildout could require at least $40B in capital. The move would give Anthropic more direct control over compute and could reduce its reliance on cloud providers like AWS and Google.

2026.09.23 10:09

ANTHROPIC IN TALKS FOR UP TO 1GW OF DIRECT DATA CENTER CAPACITY Anthropic is in early talks to lease up to 1GW from Apollo-backed Stream Data Centers, potentially its largest direct data center deal yet, per The Information. The sites could house Google/Broadcom TPUs, with Google potentially providing a credit guarantee. A 1GW buildout could require at least $40B in capital. The move would give Anthropic more direct control over compute and could reduce its reliance on cloud providers like AWS and Google.