#Anthropic is targeting ~10 GW of Data Center capacity over the next several years, a scale that implies hundreds of billions in total capex and far exceeds previously disclosed $180B planned server spend through 2029, and $50B Fluidstack partnership disclosed to date.
Ambition now rivals OpenAI capacity plans and positioning the company as a hyper-scale infra buyer vs just a cloud tenant.
Anthropic reportedly made some big hires here:  Tim Hughes (incoming CDO, ex-Stack Infrastructure), Brett Rogers (ex-GOOGL, led DC construction/design), Winnie Leung (Head of DC Infrastructure, 20+ yrs at Google).
Anthropic recently agreed to buy $20B of TPUs from AVGO (co-designed with GOOGL).
Tom Wigg

Twitter

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