New York Times : Sources detail Anthropic's compute deal spree: 3.5GW+ in expected capacity in 2026, expanding direct hardware procurement to include Nvidia and AMD, and more — Illustration by Mark Harris; Photographs by Thea Traff for The New York Times, AJ Mast for The New York Times, Manuel Orbegozo for The New York Times, Getty Images
Sources detail Anthropic's compute deal spree: 3.5GW+ in expected capacity in 2026, expanding direct hardware procurement to include Nvidia and AMD, and more (New York Times)
In short
Anthropic is targeting more than 3.5 gigawatts in expected power capacity by 2026 through an aggressive deal-making spree. The infrastructure push was detailed by sources reported in The New York Times. To facilitate this rapid growth, the artificial intelligence firm is actively expanding its hardware procurement operations. This broadened strategy specifically incorporates direct purchases of components from prominent chipmakers Nvidia and AMD.
Key points
- Anthropic is undertaking a massive infrastructure deal spree to expand computing capabili…: Anthropic is undertaking a massive infrastructure deal spree to expand computing capabilities through 2026.
- Hardware procurement efforts are shifting to include direct acquisitions from both Nvidia…: Hardware procurement efforts are shifting to include direct acquisitions from both Nvidia and AMD.
- Securing extensive gigawatt-scale capacity represents an aggressive expansion phase for t…: Securing extensive gigawatt-scale capacity represents an aggressive expansion phase for the artificial intelligence organization.