According to The Information, AI company Anthropic is exploring leasing up to 1GW of hashrate capacity from Stream Data Centers. Data center developers stated that deploying the full 1GW of hashrate would require at least $40 billion in capital investment. Anthropic would need to provide financial guarantees for the lease and secure additional funding for chip installation. This move is part of Anthropic's strategy to move away from solely acquiring server capacity from cloud service providers, following its previous commitment to AWS for over $100 billion over 10 years to secure up to 5GW of capacity, and an agreement with AMD to deploy up to 2GW of Instinct GPUs. The discussions are still in the preliminary stages.