On September 23th, Anthropic is in early talks with a data center developer controlled by Apollo Global Management, planning to lease up to 1 gigawatt of computing capacity to reduce its reliance on cloud service providers. According to sources familiar with the matter, Anthropic is considering becoming a direct tenant at a facility developed by Stream Data Centers and deploying TPUs designed by Broadcom and Google. This move aims to give Anthropic direct control over its computing resources, potentially reducing costs. Additionally, Anthropic has also discussed the possibility of Google providing credit guarantees for the project, although the specifics of the guarantees remain unclear.
