u/Business_Garden_7771

source list:

1. Google Cloud TPU deal — up to 1M TPUs, “well over 1 GW” expected online in 2026 https://www.anthropic.com/news/expanding-our-use-of-google-cloud-tpus-and-services https://www.googlecloudpresscorner.com/2025-10-23-Anthropic-to-Expand-Use-of-Google-Cloud-TPUs-and-Services (Anthropic)
2. Fluidstack / Anthropic $50B U.S. AI infrastructure — Texas + New York, sites coming online through 2026 https://www.anthropic.com/news/anthropic-invests-50-billion-in-american-ai-infrastructure https://www.fluidstack.io/about-us/blog/fluidstack-selected-by-anthropic-to-deliver-custom-data-centers-in-the-us (Anthropic)
3. Microsoft + NVIDIA deal — $30B Azure compute commitment + up to 1 GW additional capacity https://blogs.microsoft.com/blog/2025/11/18/microsoft-nvidia-and-anthropic-announce-strategic-partnerships/ https://blogs.nvidia.com/blog/microsoft-nvidia-anthropic-announce-partnership/ (The Official Microsoft Blog)
4. Google + Broadcom next-gen TPU deal — multiple GW starting 2027; Broadcom SEC filing says ~3.5 GW https://www.anthropic.com/news/google-broadcom-partnership-compute https://investors.broadcom.com/static-files/c906d370-921b-4bc2-bb7b-57877dfcf1ae (Anthropic)
5. Amazon / AWS deal — up to 5 GW, nearly 1 GW by end-2026 https://www.anthropic.com/news/anthropic-amazon-compute (Anthropic)
6. AWS Project Rainier — operational now, nearly half a million Trainium2 chips; Claude expected on 1M+ Trainium2 chips https://www.aboutamazon.com/news/aws/aws-project-rainier-ai-trainium-chips-compute-cluster (Amazon News)
7. SpaceX / Colossus 1 — all Colossus 1 compute, >300 MW, 220k+ NVIDIA GPUs within the month https://www.anthropic.com/news/higher-limits-spacex https://x.ai/news/anthropic-compute-partnership (Anthropic)
8. Independent reporting for SpaceX deal https://www.reuters.com/business/retail-consumer/anthropic-unveils-dreaming-feature-help-its-ai-agents-self-improve-2026-05-06/ (Reuters)

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