Anthropic lines up 14.8 GW of compute at up to $517B over a decade

Anthropic has secured at least 14.8 GW of new compute since October, with The Information reporting the total potential cost at $517 billion over the next decade. A $35 billion deal with Lambda, an Nvidia-backed firm, is part of that buildout; Nvidia holds the lease on the Texas data center involved. Suppliers including Amazon, Microsoft, and Nvidia have partly financed Anthropic through investment deals tied to infrastructure commitments: Amazon announced $5 billion in new investment with up to $20 billion more and a compute commitment exceeding $100 billion; Microsoft and Nvidia committed up to $5 billion and $10 billion respectively, while Anthropic agreed to buy $30 billion of Azure capacity. Claude runs across AWS Trainium, Google TPUs, and Nvidia hardware, with up to 2 GW of AMD systems planned from 2027. Anthropic is also reportedly finalizing a $15 billion revolving credit facility ahead of an anticipated IPO.