Karim Mattar(@MattarARK):Anthropic and OpenAI are now hunting 20-30 MW deals on top of the GW campuses - UK, Nordics, US. The mechanism isn't "they ran out of ambition." It's that smaller allocations clear faster when the big builds slip, so inference and serving don't wait on a single campus COD. Falsifier: if the 20-30 MW hunt dries up once the next GW site unlocks, this was a stopgap. If it keeps expanding while Stargate/Nscale scale, the real market is a barbell of campus + edge MW.

2026.09.18 19:30

Anthropic and OpenAI are now hunting 20-30 MW deals on top of the GW campuses - UK, Nordics, US. The mechanism isn't "they ran out of ambition." It's that smaller allocations clear faster when the big builds slip, so inference and serving don't wait on a single campus COD. Falsifier: if the 20-30 MW hunt dries up once the next GW site unlocks, this was a stopgap. If it keeps expanding while Stargate/Nscale scale, the real market is a barbell of campus + edge MW.

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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.

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