Anthropic Signs Letters of Intent for Over 1GW of Data Center Capacity to Expand Infrastructure Control
June 12, 2026
Anthropic Signs Letters of Intent for Over 1GW of Data Center Capacity to Expand Infrastructure Control
AI lab Anthropic has taken a significant step toward owning its computing future, signing more than a dozen letters of intent with multiple U.S. data center developers for over a gigawatt of IT capacity, according to sources cited by The Information. This move marks a strategic shift for the company, which has historically relied entirely on cloud providers for its compute needs.
The non-binding agreements allow Anthropic to perform due diligence on potential data center providers and their sites, signaling the company’s intent to gain greater control over its servers and AI infrastructure. By moving toward direct leasing and eventual ownership of data center space, Anthropic aims to reduce long-term compute costs, a critical factor as it scales its AI models. The specific developers and locations involved in the letters of intent have not been disclosed.
As part of this infrastructure push, Anthropic is also exploring a financial arrangement with Google, where the cloud and search giant would provide a financial guarantee for its lease payments—a structure similar to Google’s existing deal with AI cloud provider Fluidstack. Anthropic is already working with Fluidstack as part of the Broadcom, Apollo, and Blackstone XPU platform, which targets 20GW of capacity, with the first gigawatt set for deployment in Fluidstack data centers starting mid-2026.
To date, Anthropic has committed to renting more than 10GW of servers from cloud providers, including a $200 billion agreement with Google. The company has also signed large-scale cloud capacity deals with Akamai, Amazon Web Services—featuring a massive cluster of AWS’s custom Trainium hardware—CoreWeave, and a $50 billion partnership with Fluidstack. Beyond cloud agreements, Anthropic has been on a data center staff hiring spree and has signed a $1.25 billion-per-month lease with SpaceX/xAI for the entire Colossus 1 data center, with additional space at Colossus II.
The infrastructure expansion comes on the heels of Anthropic raising $65 billion in Series H funding in late May, followed by a confidential IPO filing with the U.S. Securities and Exchange Commission. These moves underscore Anthropic’s ambition to vertically integrate its AI operations, reducing dependence on third-party cloud providers and positioning itself as a more self-sufficient player in the rapidly evolving AI infrastructure landscape.
Source: datacenterdynamics
