Anthropic, OpenAI Pursue 20-30 MW AI Data Center Deals for Faster Capacity
Updated
Updated · CNBC · Sep 18
Anthropic, OpenAI Pursue 20-30 MW AI Data Center Deals for Faster Capacity
3 articles · Updated · CNBC · Sep 18
Summary
Anthropic and OpenAI are seeking much smaller 20-30 megawatt data center deals, with talks spanning the Nordics, the U.K. and some U.S. capacity, sources told CNBC.
Those smaller allocations can bring usable compute online faster than multi-hundred-megawatt builds, especially for inference workloads that can run across separate chip clusters and sites.
The shift complements the labs' huge recent commitments: Anthropic struck a roughly $45 billion, 460 MW cloud deal with Nscale, while OpenAI has expanded Stargate beyond 10 GW and added 3 GW in Georgia and 8 GW in Ohio.
Speed is becoming more valuable as large projects face land, power and community constraints, and JLL expects inference to overtake training in data center capacity use in 2027.