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Anthropic
Data center news, project activity, and monthly briefings for Anthropic.
Anthropic · Construction & power moves · 1
full tracker →Where Anthropic is securing land and power — each traced to primary filings.
Editor's picks
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Arista Networks, Inc. Reports Third Quarter 2026 Financial Results
Arista Networks has announced its third quarter 2026 financial results and highlighted new AI networking architecture initiatives.
- The company reported Q3 2026 revenue of $3.66 billion, up 58.5% year over year, with GAAP operating margin of 44.9% and non-GAAP diluted EPS of $1.20.
- Arista said it launched open Ethernet rack-scale architectures for scale-up and scale-out AI fabrics, including Etherlink™ SU-144 and support for up to 144 accelerators per rack.
- The company also said it has expanded collaboration with AMD, Arm, Broadcom, d-Matrix, Meta, Microsoft, and Qualcomm, and discussed distributed AI fabrics across geographically distributed data centers.
- Arista will discuss the results on a conference call at 1:30 PM Pacific Time and provided investor relations contact details.
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Cassava Technologies becomes an authorised reseller of Claude on Amazon Bedrock
Cassava Technologies has announced that it is now authorised to resell access to Anthropic’s Claude models through Amazon Bedrock.
- The agreement gives organisations across Africa another route to access Claude’s advanced reasoning, vision analysis, code generation, and multilingual processing capabilities.
- Cassava said its digital ecosystem includes connectivity, cloud, cyber security and AI solutions, alongside a continent-wide data centre footprint, to support wider AI adoption across Africa.
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Cassava Technologies becomes an authorised reseller of Claude on Amazon Bedrock
Cassava Technologies has announced that it is now an authorised reseller of Anthropic’s Claude models through Amazon Bedrock, expanding access for organisations across Africa.
- The agreement gives Cassava the ability to resell access to Claude via Amazon Bedrock, with the aim of helping businesses, governments, researchers, entrepreneurs and universities adopt AI more easily.
- Cassava says its digital ecosystem includes connectivity, cloud, cyber security and AI solutions, and that it has a continent-wide data centre footprint supporting wider AI adoption across Africa.
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Panel Session on Economics of Innovation: Opening remarks | Conference "Trust and Innovation – The Future of Finance"
Deutsche Bundesbank President Joachim Nagel delivered opening remarks at the conference “Trust and Innovation – The Future of Finance” in Dublin on 18 September 2026, arguing that Europe’s innovation challenge is mainly about scaling, financing, and infrastructure.
- Nagel said Europe should lower regulatory and administrative barriers, improve access to funding through a savings and investments union, and strengthen infrastructure for AI, cloud, and quantum computing.
- He cited Mistral raising 3 billion euro and Anthropic raising 100 billion USD, and said reliable energy grids, storage, computing power, and fibre optic cables are critical; he also referenced Mario Draghi’s FT article and Christine Lagarde’s comments on Europe’s “data center gap.”
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Government of Canada launches Canada’s Responsible Data Centre Development Principles
The Government of Canada has announced Canada’s Responsible Data Centre Development Principles, a new national framework for data centre projects.
- The framework sets five expectations: create lasting local benefits, avoid shifting electricity costs to Canadians, minimize water use and environmental impacts, be transparent about local impacts, and bring strategic value to Canada.
- The principles are supported by a broad cross-section of the data centre, cloud, AI and technology sectors and are intended to complement existing provincial, territorial, municipal and Indigenous regulatory processes.
- The announcement was made on September 3, 2026 in Toronto, Ontario by Evan Solomon with Tim Tierney of the Federation of Canadian Municipalities; signatories include AWS, Google, Microsoft, Meta, OpenAI, Equinix, Cologix, TELUS and others.
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Arista Networks, Inc. Reports Second Quarter 2026 Financial Results
Arista Networks has announced its second-quarter 2026 financial results and introduced new 1.6 Tbps AI fabric platforms, including liquid-cooled options.
- The company reported Q2 2026 revenue of $3.036 billion, its first $3 billion quarter, with non-GAAP diluted EPS of $1.02 and GAAP diluted EPS of $0.95.
- Arista said it introduced the 7060XE7 Series for AI fabrics, with up to 100 Tbps of system bandwidth and about 60% lower interconnect power consumption versus traditional pluggable optics; it also gave Q3 2026 guidance of about $3.3 billion revenue and $1.06-$1.08 non-GAAP EPS.
- The release also notes Arista was named to the 2026 Fortune 500 and recognized in the 2026 Gartner Magic Quadrant; it includes a webinar with Anthropic and Palo Alto Networks and investor call details for August 4, 2026 at 1:30 PM Pacific Time.
Recent news
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King Ben Houchen is losing his Crown. And judging by Wednesday’s performance, he’s losing the plot as well (Part Two – Meeting your adoring public)
Ray Casey’s article criticises Ben Houchen’s 4 November 2026 BBC Tees and Teesside University question-and-answer sessions, arguing that Houchen defended Tees Valley deals, finances, and development bodies while avoiding scrutiny.
- Houchen discussed the planned winding up of the Middlesbrough and Hartlepool development corporations, and defended the Tees Valley Review recommendations, including Recommendation 21 about documenting arrangements with JV partners.
- The piece highlights disputed figures and deals, including £128mn in dividends paid by JV partners up to 31 March 2025, claims about £27.9mn valuation for the SeAH factory, £100mn a year in expected business rates from Net Zero Teesside, and £1.4bn in SeAH debt.
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Arista posts record growth as AI networking supercycle accelerates
Arista Networks discussed quarterly results and strategy on its third-quarter financial call, highlighting AI and enterprise networking as the main growth drivers. - Revenue reached $3.66 billion, which management said represented 58.5% year-over-year growth and the largest YoY revenue increase in the company’s history as a public company.
- Management said Arista has surpassed 100 Etherlink customers in 2026 and is forecasting greater than 10 gigawatts of deployment by the end of 2027 across 10 or more compute accelerator types.
- The company also highlighted its AI security work with Anthropic, Google, OpenAI, and others, while noting a campus revenue target of more than $1.25 billion for the year and R&D spending up by a little more than $130 million year over year in the quarter.
- Separately, Arista said it announced the XPO module in March, offering 12.8 Tbps of bandwidth using 64 electrical lanes and an integrated liquid-cooled cold plate supporting 400W+ module power consumption; it also said about 45 optics suppliers joined its multi-source agreement.
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Redcar Data Centre latest: Teesside to get the UK’s largest electricity substation
The article reports that National Grid Electricity Transmission has struck a deal to buy land for a new electricity substation on Teesside, paving the way for Britain’s biggest substation and a planned connection to an Anthropic data centre.
- NGET signed a deal last week to purchase more than 70 acres at Dorman Point on land associated with Teesworks Ltd to build the new substation, with Balfour Beatty expected to deliver the project in partnership with Steel River Power.
- The substation would support a planned 3.2GW data centre at the Foundry Site in Redcar; the article also says Balfour Beatty is building Net Zero Teesside, a 742 MW gas-fired plant, while other power sources mentioned include Hartlepool nuclear power station (1.2GW) and proposed battery projects.
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As the U.S. and China Form AI Blocs, Countries Are Increasingly Torn Between Them
Associated Press article analyzes how countries are navigating between U.S.-led and China-led AI blocs rather than announcing a new policy itself.
- Kazakhstan is highlighted as a rare country trying to bridge both sides: AI minister Zhaslan Madiyev visited Washington in June and then Shanghai three weeks later; Kazakhstan became a founding member of China’s World AI Cooperation Organization while also joining the U.S. group focused on strengthening AI supply chains.
- The article cites concrete investment figures and examples, including an earlier 2026 Kazakh investment deal worth up to $10 billion with Nvidia for a “data center valley,” and says Chinese foreign direct investment in Kazakhstan reached $2.8 billion in 2025; it also notes China has offered grants and loans for AI-related projects in 77 low- and middle-income countries.
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Nvidia Unveils DSX Pod for Faster AI Data Center Builds
Nvidia has announced DSX Pod, a containerized AI data center module, at GTC Berlin.
- The module includes seven Vera Rubin NVL72 racks plus networking, cabling, and cooling already installed, and Nvidia says it can reduce deployment time at a prepared site from about six months to as little as 14 days.
- Nvidia said it is working with 17 partners, including Bull, Dell Technologies, HPE, Lenovo, Eaton, Schneider Electric, and Vertiv, with availability expected in early 2027; the company also outlined manufacturing expansion plans and introduced the OpenShell Reference Architecture for AI governance and security.
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Nvidia CEO Urges German Manufacturers to Adopt AI
Nvidia CEO Jensen Huang urged German manufacturers to adopt AI during a discussion with Chancellor Friedrich Merz at an investment conference in Berlin.
- Huang said Germany should use its manufacturing data and expertise to “re-engineer” its business model, and described AI as the next wave of physical AI for robotics, manufacturing, cars, and heavy industry.
- The article frames the remarks as commentary on Germany’s economic challenges, including high energy prices, competition from China, red tape, and Europe’s lag in building data centers and protecting sensitive data from U.S. legal exposure.
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Nscale Loses Microsoft Deal as Power Delays Threaten AI
Microsoft has terminated its contract for Nscale’s planned AI data center in Loughton, England, after delays to the site’s expected power connection.
- Nscale announced the Loughton project in 2025 as a 50 MW campus that could scale to 90 MW, with plans to deploy 23,040 Nvidia GB300 GPUs for Microsoft Azure; a company spokesperson confirmed Microsoft ended the contract.
- UK Power Networks reportedly told Nscale it could not supply enough electricity until the early to mid-2030s, well after the planned opening; Nscale said it remains committed to the site and is exploring alternative power sources, while the article notes no disclosed financial consequences tied to the termination.
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Google data center secures Van Buren Township approval, with startup expected in late 2027
Van Buren Township has approved the final site plan for Google’s proposed 1-gigawatt hyperscale data center near Detroit Metro Airport, clearing the way for construction of Michigan’s second hyperscale facility.
- The Planning Commission voted 5-1 after nearly an hour of public comment; Google says Project Cannoli should begin drawing power by late 2027 / December 2027 and ramp to 1 GW within a year.
- Google secured electricity through a 20-year contract with DTE Energy; regulators approved special contracts on Oct. 1, and environmental regulators approved wetland permits in August.
- The contract commits Google to fund 480 MW of energy storage, 1.6 GW of renewable energy, and 300 MW of other power capacity; it also requires payment for at least 80% of claimed power and includes penalties for early termination.
- Local incentives include an estimated $125 million in tax relief over 12 years and a separate $15.4 million payment to the township for infrastructure projects, in exchange for at least 51 full-time jobs.
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WebexOne 2026: Key themes and why they matter to network engineers
Cisco used WebexOne 2026 in Austin to showcase how AI agents, room devices, and unified management are changing collaboration and network operations.
- Cisco President and Chief Product Officer Jeetu Patel said agent traffic is now materially different from chatbot traffic, with agents running 7x24, consuming 450% more network bandwidth than humans for the same task, and generating five times more token consumption than humans after surpassing human usage in February.
- Cisco also highlighted Cisco Cloud Control as a single management plane, new collaboration features such as Dialog, device and workplace tools including Workplace Designer and Workspace Advisor, and stronger security controls for Webex AI agents; the article also notes Cisco’s campus and branch business has grown more than 20% over the past couple of quarters and references 1.4 billion square feet of commercial real estate up for lease renewal.
- This is a commentary/analysis piece about Cisco’s event and product direction, not a standalone company press release, although it references multiple recent announcements and demos.
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From automated response to reasoning: Building confidence in AI-driven NetOps
BackBox VP of product and engineering Richard Phillips argues for a governed, human-in-the-loop approach to probabilistic automation in network operations.
- The article explains how AI-driven automation can combine probabilistic reasoning with deterministic execution for network resilience, including vulnerability prioritization, remediation, backups and updates.
- It cites the $15,000 per minute average cost of downtime and says teams should test discrete automations in labs, set exception-based alerts and checkpoints, and validate each step before production deployment.
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Trump Says Top Tech Firms Have Signed Accord to 'Self-Police' AI Development
The White House has announced that President Donald Trump and a group of AI company leaders agreed to a voluntary accord on AI safety and self-policing during a meeting in Washington.
- Trump said the accord will include internal and external reviews of AI technology, and that companies agreed to use self-regulation while the government relies on existing enforcement through the Department of Justice and the FBI.
- The article says the meeting included leaders from Anthropic, OpenAI, Amazon, X, Nvidia, Google, Meta, and Microsoft; Trump also said executives would help address local opposition to data centers by supporting schools or reducing energy costs.
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Corporate AI spending is set to rise by 406% by 2026 compared to last year (analysis)
This article is an analysis of Revolut Business transaction data on corporate AI spending, not a first-time corporate announcement.
- Revolut Business AI Data analysis shows business spending on AI products rose 406% versus 2025, based on anonymized and aggregated transactions from 850,000+ business accounts globally.
- Spending was concentrated in OpenAI, Anthropic, and Cursor; companies spent $416 vs $42 per user compared with consumers, while Romania’s mid-market segment saw the fastest growth at 440.2% YoY.
- The analysis covers January 2023 to August 2026 and includes related infrastructure such as GPU-based cloud services and AI model delivery platforms monitored since January 2024.
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Gleb Tsipursky: AI Infrastructure Needs Authority Budgets Before Agents Get the Keys
Broadband Breakfast published an expert opinion arguing that AI agents should be constrained by authority budgets before they are widely deployed. It is commentary and analysis, not a first-time corporate announcement.
- The piece argues for an authority budget for AI agents: limited delegated power, least privilege, expiring permissions, logging, monitoring, and a fast pause/kill mechanism for higher-risk actions.
- It cites recent examples and safety positions, including Jacob Coxon leaving Anthropic, Evan Hubinger warning AI could kill all humans, OpenAI’s Hugging Face incident report, and Dario Amodei’s call for stronger regulation and third-party evaluators.
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Roundup: / Trump-Xi meeting / Iran’s peace offer / Anthropic’s cloud deal
This article is a news roundup summarizing recent developments and a reported cloud infrastructure deal, rather than announcing a new action by the publication itself.
- It covers Trump’s meeting with Xi Jinping, noting Trump called it “very productive” but gave no details on agreements involving trade, export controls, Taiwan, or AI.
- It also summarizes Iran’s proposal to reopen the Strait of Hormuz and resume nuclear talks within seven days if conditions are accepted, and reports that Anthropic will pay Akamai Technologies at least $11.6 billion over seven years, potentially rising to about $20 billion, with Akamai expecting $1.7 billion in capex this year.