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.