Shay Boloor(@StockSavvyShay):Anthropic and OpenAI are now chasing 20 to 30 MW compute deals alongside gigawatt projects as “speed to usable capacity” becomes increasingly important. That puts already energized sites in a way stronger position as labs look to take whatever capacity can come online fastest.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

Joined February 2019

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Shay Boloor@StockSavvyShay

2026.09.18 11:44

Anthropic and OpenAI are now chasing 20 to 30 MW compute deals alongside gigawatt projects as “speed to usable capacity” becomes increasingly important. That puts already energized sites in a way stronger position as labs look to take whatever capacity can come online fastest.