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A look at the economics of Anthropic's data center leases as analysts estimate a 245 MW site could yield ~$1.3B/mo; sources say it signed a cloud deal with IREN

Why is Anthropic driving its partners to speed up the $530 billion of data center leasing deals it has signed?

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A look at the economics of Anthropic's data center leases as analysts estimate a 245 MW site could yield ~$1.3B/mo; sources say it signed a cloud deal with IREN

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The Information — A look at the economics of Anthropic's data center leases as analysts estimate a 245 MW site could yield ~$1.3B/mo; sources say it signed a cloud deal with IREN ↗

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Oct 11Oct 13

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The Information: Analysis: since October, Anthropic has entered into agreements for at least 14.8 GW of compute capacity and may spend as much as $517B over the next decade

Bloomberg: Anthropic has agreed to pay Nscale $45B over six years to rent about 460MW of power at a West Virginia data center using Nvidia's Vera Rubin chips

Nikkei Asia: NTT Data is in advanced talks to build an up to 500 MW data center for Anthropic in Osaka, among Japan's largest, potentially costing $6.3B

Wall Street Journal: Anthropic has signed a $35B cloud deal with Nvidia-backed Lambda; Nvidia will hold the lease on and supply chips to a Texas data center built by Hut 8

The Information: Anthropic signed a $13.7B, six-year deal to lease compute from Rum Group's upcoming Georgia data center; Rum operates Rumble and hosts Truth Social

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