Anthropic expects to reach over 3.5 gigawatts of computing capacity by the end of 2026. It aims to double that to 7 gigawatts in 2027. The projected capacity would require enough electricity to power all homes in Chicago. Anthropic has committed $895.4 billion for data centers, chips and computing power through 2045. Nearly $70 billion of these commitments take effect in the next 12 months. It sources power from neocloud providers like Fluidstack, Lambda and Nscale. Major agreements include $121.3 billion with Google, $110 billion with Amazon, $44.9 billion with Microsoft and $120.5 billion with SpaceX. Anthropic is hiring construction and supply-chain specialists for infrastructure projects. The expansion highlights electricity and computing access as a competitive advantage for AI firms. Questions remain about financial returns on these expensive commitments.
What changed
Anthropic had less than 3.5 gigawatts of computing capacity at the start of 2026.
What it unlocks
Supporting surging demand for its AI models with expanded infrastructure.
- 3.5 gigawatts by end of 2026
- 7 gigawatts targeted for 2027
- $895.4 billion in capacity commitments through 2045
- $70 billion commitments in next 12 months
Sources