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Anthropic is pushing its partners to bring its data centers online sooner, The Information reports
IA en un minuto newsroom · Editor: Jon Elgezabal
In 30 seconds
Anthropic wants the firms that lease it data centers to have them working earlier than planned, The Information says. The outlet figures that a one-month head start at the 245-megawatt campus Hut 8 is building in Louisiana would bring in at least $1.3 billion. IREN, a former bitcoin miner, also appears as a supplier in a contract the two companies have yet to confirm.
Anthropic, the company behind the AI assistant Claude, is leaning on its partners to get the data centers it has leased from them running sooner, The Information reported on Sunday, October 11. The article sits behind a paywall; Dataconomy and Finimize relay what it says. The Information puts the data center leases Anthropic has signed at roughly $530 billion.
The reason is economic. For AI labs, Finimize explains, the ceiling is computing capacity rather than demand: if chips, power and data center space do not arrive on schedule, they cannot train or run more models, and that limits the demand that ends up as revenue. The Information works out that switching on just one of those sites, a 245-megawatt one, a single month ahead of plan would be worth at least $1.3 billion in revenue to Anthropic.
That site is not new. It is the River Bend campus in Louisiana (United States), which belongs to the company Hut 8, and it has been public since December 2025. That week Hut 8 announced a partnership with Anthropic and with Fluidstack, the AI cloud company that will run the servers, along with a 245-megawatt lease lasting 15 years, signed with Fluidstack and valued at $7 billion, as Data Center Dynamics reported on December 17. The first data hall was due in the second quarter of 2027.
The Information also reports that Anthropic has signed a multiyear deal with IREN, a Nasdaq-listed company that used to mine bitcoin and now sells cloud services for AI. Neither side has announced it, and neither the amount nor the exact length is known. Back in August, IREN said it had a multiyear contract with a top AI lab and kept the customer's name to itself, the financial site 24/7 Wall St notes, and neither IREN nor Anthropic has confirmed that the customer is Anthropic. IREN shares were up 4% on the morning of Monday, October 12, the same site says.
According to The Information, Anthropic's expansion leans more and more on companies that mine bitcoin or once did, among them IREN, Hut 8, Nscale and TeraWulf. Dataconomy adds that those companies tend to hold connections to the power grid, which are in short supply.
Dataconomy also recalls that about two weeks earlier Reuters had reported that Anthropic's confidential prospectus for going public listed planned spending on AI infrastructure of at least $518 billion, spread across six partners and roughly ten years. Finimize picks up from the article that Anthropic has pledged to lease 15 gigawatts from cloud providers, Google and Amazon Web Services among them.
What The Information adds is the push to bring the dates forward, the revenue estimate and Anthropic's name on the IREN deal.
Why it matters · analysis and opinion
When an AI lab hurries the firms building its data centers, it shows where the bottleneck sits today: not in demand, but in the capacity to serve it. When computing is short, a building's delivery date weighs on the accounts as much as the product does. It also says something about the sector's new suppliers: former bitcoin miners that hold the scarcest thing of all, a connection to the power grid. For a company that uses Claude or another assistant, the practical reading is that usage limits, waiting times and prices depend on construction that takes more than a year and on deals that are not always made public. It is wise not to take a single provider's capacity for granted and to keep a tested alternative for the tasks that cannot stop.
Source: The Information · Written with the help of AI: how we make the news
