Anthropic In Early Talks To Lease 1GW Of Data Center Capacity, TPU-Filled Sites Rumored
mark_k · x · 2026-09-23
According to an unconfirmed scoop by markk, Anthropic is in early talks to lease up to 1 gigawatt of data center capacity directly from Apollo-backed Stream Data Centers, with the sites potentially filled with Google/Broadcom TPUs.
The move would give Anthropic more control over its compute and reduce dependence on cloud providers — a massive commitment. The author notes the irony: a company that keeps warning about the pace of AI development seems determined to secure the capacity to accelerate its own.
Related event: Anthropic Reportedly in Talks to Lease Up to 1GW of Data Center Capacity(4 posts)→
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