Anthropic Pursues $40 Billion Direct Data Center Lease to Reduce Cloud Reliance

Anthropic is in early talks to lease up to 1 gigawatt of computing capacity directly from Stream Data Centers, a facility developer majority-owned by Apollo Global Management, in a strategic move that could require at least $40 billion in capital investment. The reported agreement would mark a significant step toward the AI company's goal of controlling its own infrastructure and reducing its dependence on cloud providers like Amazon and Google.