The 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.