Anthropic Signs Preliminary Leases for Over 1GW of U.S. Data Center Capacity

Overview

• Reporting on Friday said Anthropic has signed more than a dozen preliminary U.S. data center leases that together exceed one gigawatt of power capacity.
• Those reports say Anthropic is negotiating with Google for a financial guarantee of lease payments, a claim neither company has confirmed.
• Private credit players including Apollo Global Management and Blackstone are reported to be part of the financing package backing the leases.
• Anthropic closed a $65 billion private funding round that set a $965 billion valuation and filed confidentially this month for a U.S. IPO, moves driving an urgent need for stable, large-scale compute.
• Industry experts say running its own facilities would give Anthropic more control over costs and GPU supply but would also concentrate financial and operational risk among a few tech and finance counterparties.