Small Cap Snipa(@SmallCapSnipa):Anthropic has signed ~$517 billion worth of compute leases representing 14.8 GW since October 2025. That number excludes the 1.4 GW / $15B they look to secure in Australia, which I believe is coming soon. This is just the beginning of Anthropic’s compute push.

Small Cap Snipa

@SmallCapSnipa

Stock market research. AI / data centers / power infra / cloud compute. NFA

Joined February 2021

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Small Cap Snipa@SmallCapSnipa

2026.09.08 01:46

Anthropic has signed ~$517 billion worth of compute leases representing 14.8 GW since October 2025. That number excludes the 1.4 GW / $15B they look to secure in Australia, which I believe is coming soon. This is just the beginning of Anthropic’s compute push.