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Anthropic is paying $16 billion per gigawatt of compute
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.@ShanuMathew93 reveals Anthropic is paying roughly $16 billion per gigawatt of compute across its latest infrastructure deals: "The punchline is across both of the recent Anthropic deals, whether it was the one with Lambda and Hut 8 or the Nscale one, they're roughly paying a blended $16 billion per gigawatt of compute type of rate. That is a number that you could put out there in terms of, like, they are monetizing above that." "If you're Anthropic, again, these are all rumors and people on…
ShanuMathew93@ShanuMathew93Aug 26
Anthropic is paying $45B over six years for 460MW of Vera Rubin compute at Nscale’s West Virginia campus. Contract economics: >$45B ÷ 6 years = $7.5B/year >$7.5B ÷ 0.46GW = $16.3B/GW-year >Nscale maps the initial 1.35GW to ~430,000 GPUs (PR): 430,000 ÷ 1,350MW = ~319 GPUs/MW 460MW × 319 = ~146,500 Anthropic GPUs $45B ÷ (146,500 GPUs × 8,760 hours × 6 years) = $5.84 per available GPU-hour, or $6.87 at 85% utilization. The initial phase is three buildings totaling 1.35GW of IT capacity. The first comes online in late 2027, with the others following in 2028. Estimated capex: >$47B GPUs (66%) >$17.7B data centers >$6.5B onsite power = ~$71B total That equals $52.6B/GW including GPUs, or $17.9B/GW for the physical infrastructure alone. Still hovering around that ~$50B capex per GW figure. The campus is being energized by 2GW of onsite natural-gas generation plus batteries, designed to operate independently of the public grid.
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