Greetings,

Anthropic's leaders have been vocal about how AI will reshape business, but they have been far less boisterous about how they plan to power that usage. That's changing. Anissa Gardizy reports that the company is quietly assembling a veteran team to secure a staggering 10 gigawatts of power—a buildout that could cost hundreds of billions of dollars and signals a shift toward owning and operating its own data centers.

To put that in perspective, 10 GW is more than the capacity OpenAI expects to have by 2028. By hiring away the architects of Google's global infrastructure, Anthropic is trying to bypass the traditional startup reliance on cloud providers and take direct control of its hardware destiny

Why it caught my eye:

• The Google Talent Raid: Anthropic has hired veteran executives who led data center construction and engineering at Google for decades.
• A New Financial Playbook: To sign massive leases without a public credit rating, Anthropic is using "backstops" from its deep-pocketed partners.
• The Scale of Ambition: The 10 GW target far exceeds previous spending estimates, putting Anthropic in a direct arms race with the biggest hyperscalers.

It is a high-stakes gamble on infrastructure that could either cement Anthropic's independence or leave it with an unprecedented bill.

Best,

Jessica Lessin
Founder & Editor-in-Chief

Anthropic's Data Center Ambition—and the Ex-Google Execs Who Could Make It Happen

Anthropic's leaders have been loud about how its AI will reshape businesses but much less boisterous about how it plans to power that usage.

Now the company's data center ambitions are coming into focus. Anthropic is quietly assembling a veteran team, including two former Google executives, and has discussed securing at least 10 gigawatts of capacity over the next several years, according to two people who have spoken with the firm's leaders in recent weeks.

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