conv.

All stories
AIQuiet 5d · day 12

Anthropic and OpenAI pursue smaller data center deals to expand AI capacity

The two AI labs are diversifying their infrastructure strategy beyond mega-scale deals as demand for computing power accelerates.

newest coverage 5d agosummary written 8d ago11 pieces7 likes & upvotes1 comments NewswiresGoogle NewsHacker NewsMastodonXReddit

What to know

  • Anthropic and OpenAI are broadening their data center strategy to include smaller operators, not just mega-scale deals.
  • The move reflects intensifying competition for computing capacity as AI demand accelerates.
  • Both companies have announced numerous infrastructure agreements over the past year.

“Anthropic and OpenAI have announced a flurry of AI infrastructure deals over the past year as demand booms.”

CNBC · CNBC

Anthropic AI companyOpenAI AI company

How it unfolded 1 development · click the chart to see its coverage articlesposts

Peak 2 pieces in 3h at Sep 18, 5 AM; 11 pieces over 12 days (5 articles · 6 posts) Sep 15, 5 PM — 1 piece · 1 article — Newswires 1Sep 15, 8 PM — quietSep 15, 11 PM — 1 piece · 1 article — Google News 1Sep 16, 2 AM — quietSep 16, 5 AM — quietSep 16, 8 AM — quietSep 16, 11 AM — quietSep 16, 2 PM — quietSep 16, 5 PM — quietSep 16, 8 PM — quietSep 16, 11 PM — quietSep 17, 2 AM — quietSep 17, 5 AM — quietSep 17, 8 AM — quietSep 17, 11 AM — quietSep 17, 2 PM — quietSep 17, 5 PM — quietSep 17, 8 PM — quietSep 17, 11 PM — quietSep 18, 2 AM — 1 piece · 1 article — Newswires 1Sep 18, 5 AM — 2 pieces · 2 posts — Hacker News 1, Mastodon 1Sep 18, 8 AM — 2 pieces · 1 article · 1 post — Mastodon 1, Newswires 1Sep 18, 11 AM — quietSep 18, 2 PM — 1 piece · 1 post — X 1Sep 18, 5 PM — 1 piece · 1 post — Reddit 1Sep 18, 8 PM — quietSep 18, 11 PM — quietSep 19, 2 AM — quietSep 19, 5 AM — quietSep 19, 8 AM — quietSep 19, 11 AM — quietSep 19, 2 PM — quietSep 19, 5 PM — quietSep 19, 8 PM — quietSep 19, 11 PM — quietSep 20, 2 AM — quietSep 20, 5 AM — quietSep 20, 8 AM — quietSep 20, 11 AM — quietSep 20, 2 PM — quietSep 20, 5 PM — quietSep 20, 8 PM — quietSep 20, 11 PM — quietSep 21, 2 AM — quietSep 21, 5 AM — quietSep 21, 8 AM — quietSep 21, 11 AM — quietSep 21, 2 PM — quietSep 21, 5 PM — quietSep 21, 8 PM — quietSep 21, 11 PM — quietSep 22, 2 AM — 1 piece · 1 article — Newswires 1Sep 22, 5 AM — 1 piece · 1 post — Mastodon 1Sep 22, 8 AM — quietSep 22, 11 AM — quietSep 22, 2 PM — quietSep 22, 5 PM — quietSep 22, 8 PM — quietSep 22, 11 PM — quietSep 23, 2 AM — quietSep 23, 5 AM — quietSep 23, 8 AM — quietSep 23, 11 AM — quietSep 23, 2 PM — quietSep 23, 5 PM — quietSep 23, 8 PM — quietSep 23, 11 PM — quietSep 24, 2 AM — quietSep 24, 5 AM — quietSep 24, 8 AM — quietSep 24, 11 AM — quietSep 24, 2 PM — quietSep 24, 5 PM — quietSep 24, 8 PM — quietSep 24, 11 PM — quietSep 25, 2 AM — quietSep 25, 5 AM — quietSep 25, 8 AM — quietSep 25, 11 AM — quietSep 25, 2 PM — quietSep 25, 5 PM — quietSep 25, 8 PM — quietSep 25, 11 PM — quietYesterday, 2 AM — quietYesterday, 5 AM — quietYesterday, 8 AM — quietYesterday, 11 AM — quietYesterday, 2 PM — quietYesterday, 5 PM — quietYesterday, 8 PM — quietYesterday, 11 PM — quietToday, 2 AM — quietToday, 5 AM — quietToday, 8 AM — quietToday, 11 AM — quietToday, 2 PM — quiet 1
Sep 16Sep 17Sep 18Sep 19Sep 20Sep 21Sep 22Sep 23Sep 24Sep 25now · 3:49 PM ET
  1. 1

    1. 3 outlets first by CNBC, 9d ago · also Quartz, Tom's Hardware · read ↗

    • lonseidman@indieweb.social

      Major AI players like OpenAI and Anthropic are shifting toward smaller data center facilities because massive gigawatt-scale projects are taking too long to build. - 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-provid…

      lonseidman@indieweb.socialMastodon5d agoview on Mastodon ↗
    2 more of the top 3 · 3 posts in this stretch

    • OpenAI+Anthropic will probably end 2026 with a combined ARR of $180B-$210B

      @zephyr_z9X8d agoview on X ↗

    • Get the most important and interesting news from the global economy delivered to your inbox. https:// qz.com/anthropic-openai-smalle r-data-center-deals-uk-nordics-091826?utm_source=flipboard&utm_medium=activitypub Posted into Business News @ business-news-quartz

      quartz@flipboard.comMastodon9d agoview on Mastodon ↗
    all of them →

What people are saying 0 voices from 0 sites · best of 3 · verbatim