Rohan Paul@rohanpaul_ai · 6月13日66The Information: Anthropic is reportedly moving from renting cloud compute to leasing and managing data centers itself, with more than 1GW of planned U.S. capacity and Google potentially backing the lease payments.
The old model is simple: Anthropic pays cloud providers for GPUs or custom chips, but the cloud company controls the building, power, networking, cooling, and much of the hardware schedule.
The new model puts Anthropic closer to the factory floor of AI, where data centers are not office buildings but power-heavy machine rooms built to feed training and inference systems around the clock.
To give context of its current situation, until now, Anthropic’s compute strategy has mostly run through cloud providers, with over 10GW of server rentals committed, including a $200 billion Google agreement.
The company has also locked in large cloud deals with Akamai, AWS, CoreWeave, and Fluidstack, covering Amazon’s Trainium hardware and a $50 billion Fluidstack partnership.
It has also expanded its data center team and signed a SpaceX/xAI lease for the whole Colossus 1 data center at $1.25 billion a month, plus Colossus II space.
译Anthropic正从租用云算力转向自建数据中心,计划在美国部署超1GW容量,Google可能为其租赁付款提供财务担保。此前Anthropic已承诺超10GW云服务器租赁,包括与Google的2000亿美元协议,以及Akamai、AWS、CoreWeave、Fluidstack的大型合作(含500亿美元Fluidstack合作、AWS Trainium硬件)。此外,Anthropic以每月12.5亿美元租下xAI/Colossus I数据中心全部空间,并租用Colossus II。此举旨在通过自控服务器降低长期计算成本。