Anthropic is in early talks to lease up to 1 gigawatt in compute capacity from a data center developer majority-owned by Apollo Global Management. The AI company, maker of Claude, has discussed signing on as a direct tenant of sites developed by Stream Data Centers, a 27-year-old company with facilities across the U.S. The effort is part of a major push by Anthropic to reduce its reliance on cloud providers, and the sites would be filled with tensor processing units designed by Broadcom and Google, according to people with knowledge of the discussions.
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