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At least $11.6 billion over seven years is what Anthropic will pay Akamai for cloud services, per The Wall Street Journal, and Akamai says a potential $9 billion expansion could lift the total to around $20 billion.
Four people familiar with the talks told CNBC that Anthropic is sounding out 20–30 MW compute deals in the U.K. and the Nordics, small slices next to the roughly 460 MW it rents from Nscale in West Virginia.
Up to $10 billion is what Nvidia is weighing as an anchor investor in Anthropic's IPO, a person familiar told Reuters. The offering is chasing as much as $100 billion at a valuation of around $2 trillion.
Eleven months of Anthropic compute deals come to $517 billion and 14.8GW by DataCenterDynamics' count, a total that stacks up already-announced contracts such as the $45 billion Nscale rental.
Engineers scaling up Claude Code are driving Anthropic's latest expansion. Per The Wall Street Journal, the company signed a $35 billion cloud deal with Lambda for a 350-megawatt Texas data center leased by Nvidia.
Anthropic discussed buying chip startup MatX for roughly $7 billion, per Reuters, and a third person says the talks have "evolved into a discussion about a partnership". MatX is now raising at about $4 billion.
Anthropic went looking for compute in June and knocked on Meta's door: per The New York Times, it could pay as much as $10 billion over two years, in monthly increments, to lease Meta's capacity.
At Nscale's planned West Virginia data center, Anthropic is reserving $45 billion in AI cloud power for six years. Nvidia's Vera Rubin chips will come online late next year to meet its needs.
Anthropic is building an in-house team to design its own chips for Claude, a spokesperson confirmed to Business Insider, the first time the company has said so publicly. One engineering listing pays $320,000 to $485,000 and wants hands-on silicon bring-up experience.
Anthropic signed a six-year, $10 billion compute deal with Volta, an Nvidia-backed infrastructure startup only a few months old. The capacity gets delivered with bitcoin miner Bitdeer Technologies, at a data center in Norway.
A bank group led by Morgan Stanley is in advanced talks to lend $15B to Nexus Data Centers for an Anthropic-linked campus in Hubbard, Texas with its own 1.6-gigawatt gas plant, per The Wall Street Journal. Google is providing guarantees and chips.
AMD and Anthropic signed an AI server deal worth tens of billions of dollars, per The Wall Street Journal: up to 2 gigawatts of Instinct MI450 chips, shipping from the first half of 2027. AMD will invest up to $5B in Anthropic as deployment milestones are hit.
SK Group chairman Chey Tae-won says Anthropic approached SK Hynix for supplies to manufacture its own semiconductors. He said it on July 25 on stage in San Francisco, seated next to Anthropic CEO Dario Amodei, calling the chip ambitions remarkable.
AMD will invest up to $5 billion in Anthropic, per Reuters citing The Wall Street Journal. In return, Anthropic will deploy up to 2 gigawatts of AMD Helios rack systems on Instinct MI450 accelerators.
Claude can now flash microcontrollers and fix them in the field. The nff tool gives the model USB access for compiling, writing, and debugging code in real-time.
Investors are raising $36 billion just to lease Google chips for Anthropic. The plan involves a special fund buying processors and leasing them to the startup. This shows the real cost of training AI. Startups can't just tap VC rounds anymore; they need Wall Street giants and complex financial tools.
Anthropic is buying up every last compute resource. They're spending billions on Amazon and Google clouds, paying SpaceX $1.25 billion monthly, and now in talks with Microsoft for Maia chips. Claude's popularity is exploding, forcing Anthropic to build the most diversified infrastructure in AI history.
Anthropic is ramping up on Colossus 2 with GB200 chips via a SpaceX partnership. Scaling AI now requires more than just buying GPUs - it takes industrial-scale infrastructure build-out expertise, which Elon Musk's team provides.
Anthropic will pay SpaceX $15 billion a year to rent compute capacity. This deal shows that in the AI race, the scarcest resource isn't algorithms but pure compute power. Elon Musk is effectively turning his data centers into a goldmine by renting them out to a direct competitor.
