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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

Anthropic in the last year has scrambled to line up cloud computing deals with SpaceX, Google and others to meet the skyrocketing demand …

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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

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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 ↗

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Bloomberg: Report: Anthropic's draft S-1 shows it spent ~$9B on compute and infrastructure in H1, up from $2.3B a year earlier, and could spend $750B in the coming years

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

The Information: IPO prospectus: Anthropic has agreements to pay SpaceX up to $84.5B to use its Nvidia-based compute through 2029, mostly cancellable with a 90-day notice period

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

SemiAnalysis: Analysis: companies are set for a massive acceleration of 50GW+ in data center capacity additions in 2027; 24GW+ across 40 campuses are in the advanced stages

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