Anthropic Reportedly in Talks for 1-Gigawatt Data Center Lease

Artificial intelligence firm Anthropic is in early-stage talks to lease up to 1 gigawatt of computing capacity from Stream Data Centers, a move that would significantly scale up its infrastructure to train and operate its AI models, according to a report from The Information citing people familiar with the discussions.

The Proposed Arrangement

The discussions reportedly involve Anthropic becoming a direct tenant of data center sites developed by Stream, which is majority-owned by private equity firm Apollo Global Management. This potential deal underscores the immense and growing demand for specialized data centers capable of handling the power-intensive workloads required by advanced AI systems.

Securing such a large amount of capacity is a critical step for AI companies like Anthropic to remain competitive in a rapidly evolving market. A 1-gigawatt lease represents a substantial commitment to physical infrastructure, reflecting the high-stakes capital investment needed to power large language models.

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Hardware and Financial Backing

According to the report, Anthropic is likely to equip the facilities with tensor processing units (TPUs) co-designed by Broadcom and Alphabet's Google. However, the use of graphics processing units (GPUs) from Nvidia or other specialized AI chips also remains a possibility.

The talks have also included the potential for Google to provide a credit guarantee for the project, The Information reported. While the exact scope of such a guarantee remains unclear, it highlights the strategic and financial support Anthropic receives from its major investors as it seeks to build out its computational resources.