The Information: Anthropic is reportedly moving from renting cloud compute to leasing and managing data centers itself, with more than 1GW of planned U.S. capacity and Google potentially backing the lease payments.
The old model is simple: Anthropic pays cloud providers for GPUs or custom chips, but the cloud company controls the building, power, networking, cooling, and much of the hardware schedule.
The new model puts Anthropic closer to the factory floor of AI, where data centers are not office buildings but power-heavy machine rooms built to feed training and inference systems around the clock.
To give context of its current situation, until now, Anthropic’s compute strategy has mostly run through cloud providers, with over 10GW of server rentals committed, including a $200 billion Google agreement.
The company has also locked in large cloud deals with Akamai, AWS, CoreWeave, and Fluidstack, covering Amazon’s Trainium hardware and a $50 billion Fluidstack partnership.
It has also expanded its data center team and signed a SpaceX/xAI lease for the whole Colossus 1 data center at $1.25 billion a month, plus Colossus II space.
Anthropic is moving forward with a plan to control its own servers for developing AI, giving it the ability to cut its computing costs in the long run.
The AI startup has discussed arrangements under which Google would provide a financial guarantee for some of its lease obligations
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