Anthropic in talks for 1 gigawatt of Apollo‑backed compute, report says
The Information reported early talks to lease capacity from Stream, a data centre developer majority-owned by Apollo Global Management.
Anthropic is in early talks to lease up to a gigawatt of compute capacity from Stream, a data centre developer majority-owned by Apollo Global Management, The Information reported this week. Neither company has announced an agreement, and the report describes the talks as early.
The story carries the byline of Amir Efrati, who posted it on Wednesday, and the account rohanpaul_ai summarised it the same day. Both trace to the same outlet. The talks rest on that single report, and no party to them has confirmed the capacity figure in public.
Apollo said in 2025 that Stream controlled more than 4 gigawatts of powered land, according to the report. Anthropic could fill the sites with Google TPUs co-designed with Broadcom, the report said, and Nvidia GPUs are also under discussion.
A direct lease would move Anthropic past part of the cloud-provider layer it has used to date. That could give the company more say over chip supply, hardware configuration and cost, the report said, while shifting more of the financing and the operating work onto Anthropic itself.
Neither account gives a figure for what the lease would cost or when the two sides might sign. The report describes the gigawatt as an upper bound on what the talks cover rather than a contracted amount, and does not say how much of Stream's land it would take up.