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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: 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

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

Financial Times: Anthropic's investors expect it to float at a $2T+ valuation in an October IPO and to hit $100B to $120B in annualized revenue by the end of 2026

Bloomberg: IPO filing: SB Energy says it has 8.8GW of data center capacity contracted or under construction across Texas and Ohio and a $430B data center segment backlog

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