Anthropic Explores Up to 1 GW Direct Data Center Lease With Stream Data Centers

Anthropic is in early talks to lease up to 1 gigawatt of data center capacity directly from Stream Data Centers, a move that would deepen the Claude maker's shift from buying cloud capacity toward controlling more of its own AI infrastructure. A full buildout would require at least $40 billion in capital investment, though the talks remain preliminary and no final lease, location, schedule or total contract value has been announced.