Anthropic in talks to lease 1 gigawatt from Stream Data Centers- The Information

Anthropic is reportedly engaging in talks to lease up to 1 gigawatt of compute capacity from Stream Data Centers, according to The Information. The company is exploring the possibility of becoming a direct tenant of the data centers, which are majority-owned by Apollo Global Management. Anthropic is expected to install tensor processing units from Broadcom and Alphabet, along with graphics processing units from Nvidia or other AI chip manufacturers within the facilities.

Google may provide a credit guarantee for the project, although the extent of what the guarantee would encompass remains uncertain.