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[Industry Trend] [SRC↗]

Anthropic Secures Massive 3.5 Gigawatt Compute Expansion with Google and Broadcom

Anthropic has signed an expanded agreement with Google and Broadcom to secure 3.5 gigawatts of additional compute capacity using Google's TPUs, coming online in 2027. This deal supports the company's explosive growth, wi...

Risk: [+0.04 pp] [1 day sooner]
AGI: [+0.04 pp] [1 day sooner]
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[Industry Trend] [SRC↗]

Anthropic Commits $50 Billion to Custom Data Centers for AI Model Training

Anthropic has partnered with UK-based Fluidstack to build $50 billion worth of custom data centers in Texas and New York, scheduled to come online throughout 2026. This infrastructure investment is designed to support th...

Risk: [+0.04 pp] [1 day sooner]
AGI: [+0.03 pp] [1 day sooner]
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