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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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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.
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Assessing Sovereign AI: A Two-Pronged Framework
The article argues that sovereign AI is not a binary choice but a spectrum of partial sovereignty, and it proposes a two-pronged framework for assessing why states pursue it and how they build it across the AI stack.
- The piece compares five country cases — the United States, China, India, Singapore, and France — and maps their motivations across layers such as chips, compute, cloud, models, data, and applications.
- It highlights policy issues including interoperability, regulatory divergence, and the economic tradeoffs of building fragmented AI stacks; no single new project or deal is announced in the article, which is primarily an analytical commentary based on national documents and prior statements.
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Vertrauen in die Zukunft – wie Finanzaufsicht Stabilität sichert | Bayerischer Sparkassentag
Michael Theurer of the Deutsche Bundesbank delivered a speech at the Bayerischer Sparkassentag in Lindau on how financial supervision supports stability amid demographic change, AI, and climate risk.
- He said the Bundesbank’s mandate is to identify risks in bank balance sheets and preserve financial stability, and argued for simplifying regulation without weakening stability.
- He highlighted that German banks have more than 180 billion euros in excess capital, noted a Bundesbank technical paper saying banks could finance additional investments for Germany’s 2045 climate-neutrality target, and backed an EU small-banks regime proposal with Bafin.
- On AI and digitalization, he pointed to major investments in digitalization, platforms, data centres and AI, urged implementation of DORA, and warned about cyber risk, dependence on large foreign tech providers, and future quantum-resistant cryptography needs.
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Why Performance per Watt Is the Ultimate Metric for AI Infrastructure Efficiency
NVIDIA has published a blog post arguing that power efficiency is the defining constraint for AI factories and highlighting the rack-scale performance of its Blackwell and Vera Rubin platforms.
- The post says NVIDIA GB300 NVL72 delivers up to 25x performance per watt versus Hopper on leading open models, with additional examples of up to 20x on GLM5.1 and 10x on Kimi K2.6.
- It also says NVIDIA DSX MaxLPS can help operators run up to 40% more GPUs within the same power budget, and cites production use by Anthropic, OpenAI, CoreWeave, Perplexity, and Fireworks AI.
- This is a commentary-style NVIDIA blog, not a standalone product launch announcement, though it references existing deployments and platform capabilities.
Recent news
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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.
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Roundup: / Trump-Xi meeting / Iran’s peace offer / Anthropic’s cloud deal
Anthropic has announced a new cloud infrastructure agreement with Akamai Technologies, while the article also reports unrelated geopolitical developments involving the U.S., China, Iran, and Saudi Arabia.
- Anthropic will pay Akamai Technologies at least $11.6 billion over seven years for cloud infrastructure and software; the deal could expand to about $20 billion.
- Akamai said it granted Anthropic a warrant for about 7.7 million shares tied to the initial commitment and added cloud purchases, and expects the deal to add about $1.7 billion to its capital expenditures this year.
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Shapiro calls on Trump to regulate artificial intelligence development
Pennsylvania Gov. Josh Shapiro called for stronger federal and international regulation of AI during remarks at the AI Horizons summit in Pittsburgh.
- He said the U.S. should push China for “practical guardrails” and argued that industry leaders should not exclusively guide the regulatory process.
- Shapiro also criticized the Trump administration’s hands-off approach and said the state recently signed an executive order requiring data center developers to get local approval and removing expedited permitting pathways.
- The article is a news report/commentary from 90.5 WESA and includes reactions from industry and labor leaders at the summit, plus references to AI companies calling for slower development.
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If you lost your LLM tomorrow, would you still have a business?
The article argues that European AI companies need sovereign fallback infrastructure and should plan for model outages, supplier changes, and regulatory restrictions rather than rely entirely on foreign API providers.
- It cites a recent Anthropic incident in which the US Department of Commerce allegedly required access restrictions on Claude Fable 5 and Mythos 5, leading Anthropic to switch off the models for all customers and restore them 17 days later.
- It says Europe should retain the ability to run models on internal infrastructure, use open-weight models such as Mistral, Gemma, DeepSeek, and Qwen, and it highlights constraints around funding, grid connections/data centres, and talent retention; it also references the EU’s 19 AI Factories and 13 Antennas attached to EuroHPC supercomputers.
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🤖 La Machine #91: Mistral’s €3 Billion Mic Drop
Mistral AI has announced a €3 billion funding round at a post-money valuation above €21 billion.
- Samsung led the financing, which Mistral says is the largest private European tech equity round on record.
- The funds are intended for frontier research, more compute, and Mistral’s own infrastructure; the article also says Mistral has nearly doubled its valuation in a year and is still positioning itself against OpenAI and Anthropic.
- The piece is a newsletter-style news summary referencing a recent announcement rather than publishing Mistral’s original press release.
- The article also mentions Mistral’s sovereignty pitch and says competitive models are coming “very soon.”
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Self-Improving AI Could Drive Innovation – But Strain Data Centers
The article discusses how recursive self-improvement (RSI) in AI could affect data center operations, but it does not announce a new project or deal.
- The piece is analysis/commentary on RSI, focusing on implications for power, cooling, orchestration, governance, and certification in data centers.
- It cites Anthropic saying Claude authored more than 80% of its code merged in May 2026, and references Q-CTRL, Uptime Institute, Dell’Oro, Phaidra, Emerald AI, etalytics, and Vigilent as examples or commentators.
- No investment, contract, or funding figures are provided; the article is a forward-looking industry analysis rather than a primary announcement.
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At $125 a Month, Cable TV Nearly as Expensive as Typical Monthly Home Electric Bill, Report Finds
Gov. Morrisey is reported as being encouraged about a proposed $45 billion Nscale-Anthropic data center deal in West Virginia.
- The item references a $45 billion data center deal involving Nscale and Anthropic in West Virginia.
- The text is a headline-style reference to a recent or ongoing announcement, not a full primary-source release; no further project specifics are provided in the excerpt.
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🤖 La Machine #89: Is Hugging Face About to Become AI’s Next $13B Prize?
The newsletter republishes and comments on an earlier Mistral AI appearance before French lawmakers, while also summarizing a separate Mistral-HUMAIN partnership announced by Mistral AI.
- Arthur Mensch told a French parliamentary inquiry on May 12 that Europe has about two years to secure a meaningful share of AI value creation, warning that AI is now the core of the cloud business and that Europe must focus on high-value AI services rather than low-margin commodity cloud services.
- The issue also references Mistral AI’s separate strategic partnership with HUMAIN for sovereign AI infrastructure, localized models and enterprise applications across Saudi Arabia and the wider region, and mentions broader newsletter items including a €2bn Microsoft AI data center in Alsace and other AI and data-center-related stories.
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Federal Trade Commission Chairman Sees AI Antitrust Risks Upstream
FTC Chairman Andrew Ferguson said the biggest competitive risks in artificial intelligence are in chips, power, and construction rather than among AI models themselves.
- Speaking at the Technology Policy Institute’s Aspen Forum in a fireside chat with Brian Sullivan of CNBC, Ferguson said competition among large language model developers appears healthy, citing near weekly releases from Anthropic, OpenAI, Google, and Meta.
- Ferguson said the main concern is input monopolies in chips, energy, and construction, warning against monopoly power upstream and acquisitions that could create a chokepoint in the AI supply chain; he also said FTC enforcement is focused on false marketing claims rather than AI uses deemed merely potentially illegal.
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List of AI companies turning to old and rare books for AI training
Amazon has been reported to be buying old, obscure and rare books and sending them for destructive scanning at its Las Vegas facility VGT3, according to an investigation by 404 Media.
- 404 Media said it tracked a rare book with a device to Amazon facility VGT3 in Las Vegas; workers reportedly remove spines, scan pages, and discard physical copies.
- Amazon said it buys books through commercial channels, but did not say how many books it purchases or whether it preserves rare titles; booksellers in Europe and Ireland reported suspicious bulk orders, including 5,000 obscure titles to Kennys.
- The article also compares Amazon’s practice with similar AI-book uses by Anthropic, Meta, OpenAI, and Google; it cites Anthropic’s Project Panama, Meta’s discussion of buying Simon & Schuster and paying $10 per book, and Anthropic’s later $1.5 billion settlement over pirated books.
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As AI power demand soars, Musk turns to natural gas
The Wall Street Journal reports that SpaceX is increasingly relying on natural gas to power its expanding AI infrastructure.
- SpaceX is building massive AI data centers and a $16.8 billion chip-manufacturing facility in Texas, and is installing its own natural-gas turbines and power plants because grid connections can take years.
- The report says SpaceX’s data-center power capacity could rise from about 2 GW to 10 GW or even 15 GW by end-2027; it also says SpaceX and xAI have used gas turbines in Tennessee and Mississippi, and that SpaceX has secured cloud agreements with Google and Anthropic.
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Essential Summer Reads #1: How Juisci Is Using AI to Save Doctors 8 Hours a Week and Fight Medical Misinformation
Juisci has announced a €5.5 million funding round to strengthen its R&D and expand into the U.S. market.
- The Paris-based startup says it now helps 200,000 healthcare professionals in 60 countries access scientific research, using AI to select, summarize, and recommend peer-reviewed studies.
- The round was led by Ring Capital with Big Pi Ventures and Bpifrance; CEO Robin Roumengas said the platform saves doctors hours each week by giving them key points and links to the original source.