Anthropic 自建数据中心，算力策略大转向
据 The Information 报道，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担保。此前 Anthropic 已通过云服务商承诺超 10GW 服务器租赁，包括与 Google 的 2000 亿美元协议。该公司还锁定了与 Akamai、AWS、CoreWeave 和 Fluidstack 的大额云交易，涵盖 Amazon Trainium 硬件和 500 亿美元 Fluidstack 合作。此外，Anthropic 已签署 SpaceX/xAI 的 Colossus 1 数据中心整租协议，月费 12.5 亿美元，并预留 Colossus II 空间。
The Information: Anthropic is reportedly moving fr…
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.
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.