Anthropic has reportedly sounded out potential deals of that size across the UK and Nordic countries, according to CNBC, citing four people familiar with the discussions. OpenAI has also explored smaller deployments in the Nordics, while sources said both companies have discussed similar opportunities in the United States.
“We’re building a diversified compute portfolio to meet growing demand for AI around the world,” an OpenAI spokesperson told CNBC. The company added that different workloads require different infrastructure and that it evaluates potential deployments based on performance, reliability, timing, and cost. Anthropic declined to comment.
The smaller facilities would complement the enormous AI campuses both companies are already pursuing. Anthropic, for example, reportedly signed a roughly $45 billion agreement with Nscale for around 460 MW of compute capacity at a West Virginia development. OpenAI, meanwhile, said earlier this year that its Stargate infrastructure commitments had already surpassed the project's original 10 GW target, before announcing another 3 GW in Georgia and 8 GW in Ohio.
These projects provide the large clusters of accelerators needed to train increasingly large AI models, in which thousands of GPUs must work together via high-bandwidth interconnects. However, they also take years to develop, requiring land, grid connections, substations, cooling infrastructure, and huge amounts of power before the accelerators can begin operations.
Big Tech eyes glacier-strewn Patagonia for building mega AI data centers
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/data-centers/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/data-centers/openai-and-anthropic-are-reportedly-seeking-out-smaller-data-center-deals-to-meet-current-demand-20-30-mw-facilities-to-provide-capacity-as-mega-structures-undergo-construction#main
- https://www.tomshardware.com/membership
- Anthropic, OpenAI, SpaceXAI, and Google face antitrust lawsuit for agreeing to slow AI development
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- Why Deploying Physical AI at Scale Demands Safety at Every Layer
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Informational only. No financial advice. Do your own research.