Anthropic expects more than 3.5 GW of compute capacity by end of 2026

The Claude maker is scaling its infrastructure at a pace that makes most utilities look sleepy, backed by hundreds of billions in commitments Anthropic expects to have more than 3.5 gigawatts of computing capacity online by the end of 2026. That is the kind of number usually reserved for power plant announcements, not software companies. The company behind the Claude models is building a power-hungry machine. Whether the revenue can keep pace with the electricity bill is the question hanging over the whole AI industry. The scale of the build Start with the trajectory. Anthropic’s capacity was projected at an estimated 1.4 GW by the end of 2025, so the 2026 target represents more than doubling in roughly a year. The plan does not stop in 2026. Anthropic is planning to roughly double its footprint again in 2027, targeting about 9.5 to 10 GW by the close of that year. Getting there involves a patchwork of cloud, chip and data center agreements. The headline partnerships are substantial on their own. A deal involving Google and Broadcom covers approximately 3.5 GW of TPU capacity starting in 2027. Amazon Web Services, meanwhile, has an arrangement for up to 5 GW of its Trainium chips. ...