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Report examines Anthropic's data center lease economics; IREN cloud deal cited

AI summary

The Information reports that analysts have modeled the economics of Anthropic's data center leases, estimating that a 245 MW site could generate roughly $1.3 billion per month. The report also cites sources saying Anthropic has signed a cloud deal with IREN and is pressing partners to move faster on the roughly $530 billion in data center leasing deals it has signed. The revenue figure is an analyst estimate and the deal details come from unnamed sources, with no public confirmation from Anthropic or IREN in the report.

In-depth insight

Data center lease economics shape whether AI companies can keep funding their enormous compute buildouts.

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#Anthropic#IREN

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