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    OpenAI and Anthropic reportedly explore smaller AI compute deployments in Europe

    A post citing CNBC says Anthropic has explored 20–30 megawatt deals in the U.K. and Nordics, while OpenAI has looked at opportunities in the Nordics.

    Wall St EngineWS
    1 Source, 20d ago, first seen 20d ago

    TLDR

    According to a post citing CNBC, Anthropic has explored 20–30 megawatt compute deals in the U.K. and Nordics, while OpenAI has looked at Nordic opportunities. The account describes smaller deployments as a way to access powered capacity sooner, complementing the labs’ much larger projects. It says these smaller clusters are particularly useful for inference—running trained AI models—because those workloads can be spread across multiple sites.

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    Wall St Engine@wallstengineOPENAI & ANTHROPIC HUNT FOR 20-30 MW AI CAPACITY IN UK, NORDICS OpenAI and Anthropic are looking at smaller compute deployments across the U.K. and Nordics, with similar discussions also taking place in the U.S., per CNBC. Anthropic has explored 20-30 MW deals in the U.K. and Nordic region, while OpenAI has been looking at opportunities in the Nordics. The move would complement their much larger multi-hundred-MW and gigawatt projects by giving both labs faster access to powered capacity that can come online sooner. These smaller clusters are particularly useful for inference, where AI workloads can be spread across multiple sites instead of relying on one massive tightly connected training facility. That shift is becoming more important as more compute moves from training models to serving them in production. JLL expects inference to overtake training as a share of data center capacity in 2027 and reach 37% of global workloads by 2030. Anthropic already has a roughly $45B deal with Nscale for about 460 MW in West Virginia, while OpenAI has committed to several multi-GW Stargate projects across the U.S. Source: CNBC20d

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    1 Source

    Wall St Engine@wallstengineOPENAI & ANTHROPIC HUNT FOR 20-30 MW AI CAPACITY IN UK, NORDICS OpenAI and Anthropic are looking at smaller compute deployments across the U.K. and Nordics, with similar discussions also taking place in the U.S., per CNBC. Anthropic has explored 20-30 MW deals in the U.K. and Nordic region, while OpenAI has been looking at opportunities in the Nordics. The move would complement their much larger multi-hundred-MW and gigawatt projects by giving both labs faster access to powered capacity that can come online sooner. These smaller clusters are particularly useful for inference, where AI workloads can be spread across multiple sites instead of relying on one massive tightly connected training facility. That shift is becoming more important as more compute moves from training models to serving them in production. JLL expects inference to overtake training as a share of data center capacity in 2027 and reach 37% of global workloads by 2030. Anthropic already has a roughly $45B deal with Nscale for about 460 MW in West Virginia, while OpenAI has committed to several multi-GW Stargate projects across the U.S. Source: CNBC20d