The brief

Analyst view

• Builds Anthropic's custom data centres in Texas and New York, part of a $50B plan; first sites online during 2026.
• Raised $830M Series A at $7.5B in Jan 2026, led by Situational Awareness.
• Leases about 360 MW at Lake Mariner, NY; Google backstops $3.2B of the lease obligations.

Technical approach

As reported

Prefab

Data centres built in a factory

Facilities are assembled from prefabricated modules made in a factory, aiming to cut build times from several years to about six months.

Power

Securing power first

It helps customers find and contract power, often at converted bitcoin-mining sites with grid connections already in place.

Software

Cluster management

Runs the clusters after construction with its own management platform; observability and alerting tools are in development.