Anthropic is in early talks to lease up to 1GW of capacity from Stream Data Centers, majority-owned by Apollo, per The Information. The facilities could be filled primarily with Google/Broadcom TPUs, with Nvidia GPUs also possible. Google has also been discussed as a potential credit guarantor for the project. A 1GW buildout would require at least $40B in capital investment, according to data center developers. By leasing facilities directly and sourcing chips itself, Anthropic could gain more control over compute costs, hardware supply, networking and server infrastructure. Anthropic has already signed smaller direct data center leases with Hut 8 and TeraWulf, a 2GW chip agreement with AMD, and a $35B TPU leasing deal backed by Apollo and Blackstone. The company has signed roughly $531B of compute agreements over the past 11 months.