Anthropic Says It's Building Its Own Data Centers. Bloom Energy Sells Exactly the Onsite Power That Requires.
As Anthropic gets into the data center business, Bloom Energy could be a likely power partner.
Anthropic, the San Francisco-based AI company behind the Claude chatbot, plans to build its own data centers instead of relying solely on cloud providers. In filing for an IPO, the company revealed it had filed a registration statement with the U.S. SEC, expecting a five-year power bottleneck. To tackle this issue, Anthropic is launching a new initiative called "Anthropic Direct" to construct dedicated data centers and partner with companies to lease computing power from them.
To power these facilities, Anthropic is considering using Bloom Energy's on-site solid oxide fuel cell (SOFC) technology. SOFCs provide continuous, low-emission electrical power, allowing Anthropic to bypass the need for power grids and bring data centers online faster. Several Anthropic cloud-based partners already utilize Bloom Energy's power generation. For instance, AWS, a major Anthropic partner, works with American Electric Power, which deploys Bloom Energy fuel cells across multiple data center campuses.
Bloom Energy has recently reported record revenue, with $1.26 billion in the third quarter, up 138% year-over-year. The company also raised its full-year revenue guidance to between $4.4 billion and $4.6 billion, up 122% at the midpoint. Anthropic might also explore using small modular reactors (SMRs) from Oklo, but the regulatory climate for nuclear reactors is more complex than for Bloom's SOFCs, which can be delivered and installed within months to a year.
Written by urgent.news from Motley Fool's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
