Anthropic
Entity record, United States
UnitedControl
Anthropic contracts compute from at least 9 companies and counterparties not named, per its own and their disclosures and a third party’s filing.
Control disclosures, 26
Title0Owns the facility, or holds its ground lease.No site-specific title on record. Ownership requires a disclosure naming the facility; a company-wide statement that it owns data centres leaves individual sites unresolved.
Operation0Runs the facility day to day.No operating arrangement on record.
One arrangement, documented in 2 disclosures: SEC Form 8-K by a third party, Filed 19 Nov 2025; Press release by the subject, Published 18 Nov 2025. Counted once in the band total.
Receipt
“Announced that, for the first time, Anthropic will run and scale on NVIDIA infrastructure, initially adopting 1 gigawatt of compute capacity with NVIDIA Grace Blackwell and Vera Rubin systems.”
NVIDIA’s results release says Anthropic is “initially adopting 1 gigawatt of compute capacity with NVIDIA Grace Blackwell and Vera Rubin systems”, without Anthropic’s “up to”. NVIDIA supplies the systems and is not recorded as the counterparty.
@misc{scrutica-ctrl-anthropic-unnamed-org-level-capacityreservation-2025-867311,
title = {[SEC Form 8-K concerning Anthropic’s capacity reservation with counterparties not named]},
year = {2025},
howpublished = {\url{https://www.sec.gov/Archives/edgar/data/1045810/000104581025000228/q3fy26pr.htm}},
note = {Scrutica claim ctrl-anthropic-unnamed-org-level-capacity_reservation-2025-867311. Filed 19 Nov 2025.}
}[SEC Form 8-K concerning Anthropic’s capacity reservation with counterparties not named] (2025). Filed 19 Nov 2025. Scrutica claim ctrl-anthropic-unnamed-org-level-capacity_reservation-2025-867311. https://www.sec.gov/Archives/edgar/data/1045810/000104581025000228/q3fy26pr.htm
Receipt
“Anthropic's compute commitment will initially be up to one gigawatt of compute capacity with NVIDIA Grace Blackwell and Vera Rubin systems.”
Anthropic: “Anthropic’s compute commitment will initially be up to one gigawatt of compute capacity with NVIDIA Grace Blackwell and Vera Rubin systems.” The same announcement calls it “additional compute capacity up to one gigawatt”, beside the $30 billion Azure commitment, and names no counterparty for it.
@misc{scrutica-ctrl-anthropic-unnamed-org-level-capacityreservation-2025-4bca66,
title = {[Press release concerning Anthropic’s capacity reservation with counterparties not named]},
year = {2025},
howpublished = {\url{https://www.anthropic.com/news/microsoft-nvidia-anthropic-announce-strategic-partnerships}},
note = {Scrutica claim ctrl-anthropic-unnamed-org-level-capacity_reservation-2025-4bca66. Published 18 Nov 2025.}
}[Press release concerning Anthropic’s capacity reservation with counterparties not named] (2025). Published 18 Nov 2025. Scrutica claim ctrl-anthropic-unnamed-org-level-capacity_reservation-2025-4bca66. https://www.anthropic.com/news/microsoft-nvidia-anthropic-announce-strategic-partnerships
One arrangement, documented in 4 disclosures: Press release by the subject, Published 6 May 2026; Press release by the counterparty, Published 6 Apr 2026; Press release by the subject, Published 6 Apr 2026; SEC Form 8-K by the counterparty, Filed 6 Apr 2026. Counted once in the band total.
Receipt
“A 5 GW agreement with Google and Broadcom, which will begin coming online in 2027”
Anthropic sizes the agreement at 5 GW, with Google and Broadcom together, coming online from 2027. Broadcom’s 3.5 GW is part of it: a part and the whole, printed side by side and never added.
@misc{scrutica-ctrl-anthropic-alphabet-org-level-capacityreservation-2026-4b7219,
title = {[Press release concerning Anthropic’s capacity reservation with Alphabet]},
year = {2026},
howpublished = {\url{https://www.anthropic.com/news/higher-limits-spacex}},
note = {Scrutica claim ctrl-anthropic-alphabet-org-level-capacity_reservation-2026-4b7219. Published 6 May 2026.}
}[Press release concerning Anthropic’s capacity reservation with Alphabet] (2026). Published 6 May 2026. Scrutica claim ctrl-anthropic-alphabet-org-level-capacity_reservation-2026-4b7219. https://www.anthropic.com/news/higher-limits-spacex
Receipt
“The expansion will provide Anthropic with multiple gigawatts of TPU capacity, expected to come online starting in 2027. This capacity expansion will be delivered through Google Cloud services, as well as access to Google-built TPUs supplied through Broadcom.”
Google Cloud’s announcement of the same expansion: multiple gigawatts of TPU capacity from 2027, delivered through Google Cloud services and Google-built TPUs supplied through Broadcom.
@misc{scrutica-ctrl-anthropic-alphabet-org-level-capacityreservation-2026-by-counterparty-e84122,
title = {[Press release concerning Anthropic’s capacity reservation with Alphabet]},
year = {2026},
howpublished = {\url{https://www.googlecloudpresscorner.com/2026-04-06-Anthropic-Expands-Use-of-Google-Cloud-and-TPUs}},
note = {Scrutica claim ctrl-anthropic-alphabet-org-level-capacity_reservation-2026-by-counterparty-e84122. Published 6 Apr 2026.}
}[Press release concerning Anthropic’s capacity reservation with Alphabet] (2026). Published 6 Apr 2026. Scrutica claim ctrl-anthropic-alphabet-org-level-capacity_reservation-2026-by-counterparty-e84122. https://www.googlecloudpresscorner.com/2026-04-06-Anthropic-Expands-Use-of-Google-Cloud-and-TPUs
Receipt
“We have signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity that we expect to come online starting in 2027.”
Anthropic’s announcement of a new agreement with Google and Broadcom for “multiple gigawatts of next-generation TPU capacity” from 2027. Broadcom’s 8-K of the same day puts about 3.5 GW of it through Broadcom, and Anthropic sized the whole at 5 GW on 6 May.
@misc{scrutica-ctrl-anthropic-alphabet-org-level-capacityreservation-2026-de72c5,
title = {[Press release concerning Anthropic’s capacity reservation with Alphabet]},
year = {2026},
howpublished = {\url{https://www.anthropic.com/news/google-broadcom-partnership-compute}},
note = {Scrutica claim ctrl-anthropic-alphabet-org-level-capacity_reservation-2026-de72c5. Published 6 Apr 2026.}
}[Press release concerning Anthropic’s capacity reservation with Alphabet] (2026). Published 6 Apr 2026. Scrutica claim ctrl-anthropic-alphabet-org-level-capacity_reservation-2026-de72c5. https://www.anthropic.com/news/google-broadcom-partnership-compute
Receipt
“Broadcom, Google and Anthropic PBC (“Anthropic”) have expanded their current strategic collaboration under which Anthropic, beginning in 2027, will access through Broadcom approximately 3.5 gigawatts as part of the multiple gigawatts of next generation TPU-based AI compute capacity committed by Anthropic.”
The collaboration involves Broadcom, Google and Anthropic. Anthropic’s access to approximately 3.5 GW is expected to begin in 2027 and depends on its continued commercial success. The filing’s separate 2031 horizon concerns Broadcom’s supply agreement with Google.
@misc{scrutica-ctrl-anthropic-broadcom-org-level-capacityreservation-2026-ec7e72,
title = {[SEC Form 8-K concerning Anthropic’s capacity reservation with Broadcom Inc.]},
year = {2026},
howpublished = {\url{https://www.sec.gov/Archives/edgar/data/1730168/000119312526144028/d87999d8k.htm}},
note = {Scrutica claim ctrl-anthropic-broadcom-org-level-capacity_reservation-2026-ec7e72. Filed 6 Apr 2026.}
}[SEC Form 8-K concerning Anthropic’s capacity reservation with Broadcom Inc.] (2026). Filed 6 Apr 2026. Scrutica claim ctrl-anthropic-broadcom-org-level-capacity_reservation-2026-ec7e72. https://www.sec.gov/Archives/edgar/data/1730168/000119312526144028/d87999d8k.htm
One arrangement, documented in 2 disclosures: Press release by the counterparty, Published 23 Oct 2025; Press release by the subject, Published 23 Oct 2025. Counted once in the band total.
Receipt
“Anthropic and Google have a longstanding partnership and this latest expansion will help us continue to grow the compute we need to define the frontier of AI.”
Google and Anthropic describe an expansion of up to one million TPU chips, with more than a gigawatt expected in 2026. These rounded commitments do not establish an exact power allocation. Google values the agreement in the tens of billions of dollars.
@misc{scrutica-ctrl-anthropic-alphabet-org-level-capacityreservation-2025-03eb2d,
title = {[Press release concerning Anthropic’s capacity reservation with Alphabet]},
year = {2025},
howpublished = {\url{https://www.googlecloudpresscorner.com/2025-10-23-Anthropic-to-Expand-Use-of-Google-Cloud-TPUs-and-Services}},
note = {Scrutica claim ctrl-anthropic-alphabet-org-level-capacity_reservation-2025-03eb2d. Published 23 Oct 2025.}
}[Press release concerning Anthropic’s capacity reservation with Alphabet] (2025). Published 23 Oct 2025. Scrutica claim ctrl-anthropic-alphabet-org-level-capacity_reservation-2025-03eb2d. https://www.googlecloudpresscorner.com/2025-10-23-Anthropic-to-Expand-Use-of-Google-Cloud-TPUs-and-Services
Receipt
“The expansion is worth tens of billions of dollars and is expected to bring well over a gigawatt of capacity online in 2026.”
Anthropic’s own announcement of the TPU expansion Google announced the same day: worth tens of billions of dollars, with well over a gigawatt expected online in 2026. “Well over a gigawatt” is a floor, so no capacity value is recorded.
@misc{scrutica-ctrl-anthropic-alphabet-org-level-capacityreservation-2025-by-subject-cae096,
title = {[Press release concerning Anthropic’s capacity reservation with Alphabet]},
year = {2025},
howpublished = {\url{https://www.anthropic.com/news/expanding-our-use-of-google-cloud-tpus-and-services}},
note = {Scrutica claim ctrl-anthropic-alphabet-org-level-capacity_reservation-2025-by-subject-cae096. Published 23 Oct 2025.}
}[Press release concerning Anthropic’s capacity reservation with Alphabet] (2025). Published 23 Oct 2025. Scrutica claim ctrl-anthropic-alphabet-org-level-capacity_reservation-2025-by-subject-cae096. https://www.anthropic.com/news/expanding-our-use-of-google-cloud-tpus-and-services
One arrangement, documented in 2 disclosures: Press release by the subject, Published 20 Apr 2026; Press release by the counterparty, Published 20 Apr 2026. Counted once in the band total.
Receipt
“secure up to 5 gigawatts (GW) of capacity for training and deploying Claude, including new Trainium2 capacity coming online in the first half of this year and nearly 1GW total of Trainium2 and Trainium3 capacity coming online by the end of 2026.”
Anthropic’s own announcement of the agreement Amazon announced the same day: up to 5 GW, with new Trainium2 capacity in the first half of 2026 and nearly 1 GW of Trainium2 and Trainium3 by the end of 2026.
@misc{scrutica-ctrl-anthropic-amazon-org-level-capacityreservation-2026-by-subject-233fa7,
title = {[Press release concerning Anthropic’s capacity reservation with Amazon.com, Inc.]},
year = {2026},
howpublished = {\url{https://www.anthropic.com/news/anthropic-amazon-compute}},
note = {Scrutica claim ctrl-anthropic-amazon-org-level-capacity_reservation-2026-by-subject-233fa7. Published 20 Apr 2026.}
}[Press release concerning Anthropic’s capacity reservation with Amazon.com, Inc.] (2026). Published 20 Apr 2026. Scrutica claim ctrl-anthropic-amazon-org-level-capacity_reservation-2026-by-subject-233fa7. https://www.anthropic.com/news/anthropic-amazon-compute
Receipt
“Anthropic to secure up to 5 gigawatts (GW) of current and future generations of Amazon's Trainium chips to train and power their advanced AI models. ... Anthropic to spend more than $100 billion over the next ten years on AWS technologies.”
Amazon describes up to 5 GW of Trainium capacity for Anthropic, including significant Trainium3 capacity expected to come online in 2026, and a commitment from Anthropic to spend more than $100 billion on AWS technologies over ten years. Separately, Amazon is investing $5 billion in Anthropic, with up to $20 billion more tied to commercial milestones.
@misc{scrutica-ctrl-anthropic-amazon-org-level-capacityreservation-2026-d46307,
title = {[Press release concerning Anthropic’s capacity reservation with Amazon.com, Inc.]},
year = {2026},
howpublished = {\url{https://www.aboutamazon.com/news/company-news/amazon-invests-additional-5-billion-anthropic-ai}},
note = {Scrutica claim ctrl-anthropic-amazon-org-level-capacity_reservation-2026-d46307. Published 20 Apr 2026.}
}[Press release concerning Anthropic’s capacity reservation with Amazon.com, Inc.] (2026). Published 20 Apr 2026. Scrutica claim ctrl-anthropic-amazon-org-level-capacity_reservation-2026-d46307. https://www.aboutamazon.com/news/company-news/amazon-invests-additional-5-billion-anthropic-ai
Receipt
“Anthropic is actively using Project Rainier to build and deploy its industry-leading AI model, Claude.”
AWS describes roughly 500,000 Trainium2 chips at Project Rainier, with Anthropic expected to use more than one million by the end of 2025. The announcement gives no power capacity. Amazon’s separate November 2025 announcement of 2.4 GW in Northern Indiana does not name Anthropic.
Updated 29 Oct 2025. Amazon’s page metadata records publication on 24 June 2025 and an update on 29 October 2025.
@misc{scrutica-ctrl-anthropic-amazon-anthropic-amazon-new-carlisle-capacityreservation-2025-2a40c7,
title = {[Press release concerning Anthropic’s capacity reservation with Amazon.com, Inc.]},
year = {2025},
howpublished = {\url{https://www.aboutamazon.com/news/aws/aws-project-rainier-ai-trainium-chips-compute-cluster}},
note = {Scrutica claim ctrl-anthropic-amazon-anthropic-amazon-new-carlisle-capacity_reservation-2025-2a40c7. Updated 29 Oct 2025. Amazon’s page metadata records publication on 24 June 2025 and an update on 29 October 2025.}
}[Press release concerning Anthropic’s capacity reservation with Amazon.com, Inc.] (2025). Updated 29 Oct 2025. Amazon’s page metadata records publication on 24 June 2025 and an update on 29 October 2025. Scrutica claim ctrl-anthropic-amazon-anthropic-amazon-new-carlisle-capacity_reservation-2025-2a40c7. https://www.aboutamazon.com/news/aws/aws-project-rainier-ai-trainium-chips-compute-cluster
Receipt
“AMD (NASDAQ: AMD) and Anthropic today announced a strategic partnership to deploy up to 2 gigawatts of AMD Instinct™ MI450 Series GPUs in AMD Helios™ rackscale solutions, with deployment of the first gigawatt beginning in the first half of 2027.”
AMD’s announcement: up to 2 GW of Instinct MI450 GPUs in Helios racks for Anthropic, the first gigawatt from the first half of 2027. AMD’s equity investment in Anthropic, announced with it, is not recorded here.
@misc{scrutica-ctrl-anthropic-amd-org-level-capacityreservation-2026-f564d3,
title = {[Press release concerning Anthropic’s capacity reservation with AMD]},
year = {2026},
howpublished = {\url{https://newsroom.amd.com/news/amd-anthropic-strategic-partnership/}},
note = {Scrutica claim ctrl-anthropic-amd-org-level-capacity_reservation-2026-f564d3. Published 22 Jul 2026.}
}[Press release concerning Anthropic’s capacity reservation with AMD] (2026). Published 22 Jul 2026. Scrutica claim ctrl-anthropic-amd-org-level-capacity_reservation-2026-f564d3. https://newsroom.amd.com/news/amd-anthropic-strategic-partnership/
Receipt
“Broadcom CEO Hock Tan told investors during the vendor’s latest earnings call that Anthropic was the previously unnamed customer that had signed a $10 billion custom-chip deal earlier this year. ... Anthropic has since placed an additional order valued at $11 billion that Tan said is scheduled for delivery later next year.”
A DCD news report of Broadcom’s earnings call of 11 December 2025: Broadcom’s chief executive named Anthropic as the customer behind a $10 billion order for Google’s Ironwood TPUs, which Broadcom designs and sells, and said Anthropic had placed a further $11 billion order for delivery in 2026. He called it a system sale. Broadcom’s earnings release and 10-K do not give these figures. Its 8-K of April 2026 records a later agreement, for capacity from 2027.
Earnings call 11 Dec 2025. DCD published this report on 15 December 2025, after SDxCentral; Broadcom’s release of 11 December dates the call.
@misc{scrutica-ctrl-anthropic-broadcom-org-level-capacityreservation-2025-11097d,
title = {[News report of an earnings call concerning Anthropic’s capacity reservation with Broadcom Inc.]},
year = {2025},
howpublished = {\url{https://www.datacenterdynamics.com/en/news/broadcom-bulges-with-anthropic-ai-orders/}},
note = {Scrutica claim ctrl-anthropic-broadcom-org-level-capacity_reservation-2025-11097d. Earnings call 11 Dec 2025. DCD published this report on 15 December 2025, after SDxCentral; Broadcom’s release of 11 December dates the call.}
}[News report of an earnings call concerning Anthropic’s capacity reservation with Broadcom Inc.] (2025). Earnings call 11 Dec 2025. DCD published this report on 15 December 2025, after SDxCentral; Broadcom’s release of 11 December dates the call. Scrutica claim ctrl-anthropic-broadcom-org-level-capacity_reservation-2025-11097d. https://www.datacenterdynamics.com/en/news/broadcom-bulges-with-anthropic-ai-orders/
Receipt
“Signed multi-year agreement with Anthropic to support the development and deployment of Anthropic’s Claude family of AI models”
CoreWeave’s first-quarter 2026 results release, filed as a Form 8-K exhibit: a multi-year agreement with Anthropic. It gives no value or capacity.
@misc{scrutica-ctrl-anthropic-coreweave-org-level-capacityreservation-2026-cbc9c7,
title = {[SEC Form 8-K concerning Anthropic’s capacity reservation with CoreWeave]},
year = {2026},
howpublished = {\url{https://www.sec.gov/Archives/edgar/data/1769628/000176962826000220/coreweave1q26earningspress.htm}},
note = {Scrutica claim ctrl-anthropic-coreweave-org-level-capacity_reservation-2026-cbc9c7. Filed 7 May 2026.}
}[SEC Form 8-K concerning Anthropic’s capacity reservation with CoreWeave] (2026). Filed 7 May 2026. Scrutica claim ctrl-anthropic-coreweave-org-level-capacity_reservation-2026-cbc9c7. https://www.sec.gov/Archives/edgar/data/1769628/000176962826000220/coreweave1q26earningspress.htm
One arrangement, documented in 2 disclosures: Press release by the subject, Published 18 Nov 2025; Press release by the counterparty, Published 18 Nov 2025. Counted once in the band total.
Receipt
“Anthropic has committed to purchase $30 billion of Azure compute capacity”
Anthropic commits to purchase $30 billion of Azure compute capacity; Microsoft published the same announcement that day. The sentence continues “and to contract additional compute capacity up to one gigawatt” without naming from whom, so that gigawatt is a separate record whose counterparty is not named.
@misc{scrutica-ctrl-anthropic-microsoft-org-level-capacityreservation-2025-ac25f7,
title = {[Press release concerning Anthropic’s capacity reservation with Microsoft Corporation]},
year = {2025},
howpublished = {\url{https://www.anthropic.com/news/microsoft-nvidia-anthropic-announce-strategic-partnerships}},
note = {Scrutica claim ctrl-anthropic-microsoft-org-level-capacity_reservation-2025-ac25f7. Published 18 Nov 2025.}
}[Press release concerning Anthropic’s capacity reservation with Microsoft Corporation] (2025). Published 18 Nov 2025. Scrutica claim ctrl-anthropic-microsoft-org-level-capacity_reservation-2025-ac25f7. https://www.anthropic.com/news/microsoft-nvidia-anthropic-announce-strategic-partnerships
Receipt
“Anthropic has committed to purchase $30 billion of Azure compute capacity and to contract additional compute capacity up to one gigawatt.”
Microsoft’s publication of the same announcement, in the same words: $30 billion of Azure compute capacity, and up to one gigawatt of additional compute capacity whose counterparty is not named.
@misc{scrutica-ctrl-anthropic-microsoft-org-level-capacityreservation-2025-by-counterparty-05ae93,
title = {[Press release concerning Anthropic’s capacity reservation with Microsoft Corporation]},
year = {2025},
howpublished = {\url{https://blogs.microsoft.com/blog/2025/11/18/microsoft-nvidia-and-anthropic-announce-strategic-partnerships/}},
note = {Scrutica claim ctrl-anthropic-microsoft-org-level-capacity_reservation-2025-by-counterparty-05ae93. Published 18 Nov 2025.}
}[Press release concerning Anthropic’s capacity reservation with Microsoft Corporation] (2025). Published 18 Nov 2025. Scrutica claim ctrl-anthropic-microsoft-org-level-capacity_reservation-2025-by-counterparty-05ae93. https://blogs.microsoft.com/blog/2025/11/18/microsoft-nvidia-and-anthropic-announce-strategic-partnerships/
Receipt
“On August 25, 2026, we entered into a series of GPU Services Agreements (collectively, the “Anthropic Services Agreements”) with Anthropic PBC (“Anthropic”), pursuant to which we agreed to provide Anthropic with dedicated GPU infrastructure services at our Monarch Compute Campus to support the deployment of NVIDIA Vera Rubin NVL72 GPUs. The Anthropic Services Agreements provide for aggregate payments to us of up to approximately $44.6 billion.”
Nscale’s registration statement: four GPU services agreements of 25 August 2026 for dedicated NVIDIA Vera Rubin NVL72 capacity for Anthropic at the Monarch Compute Campus in Mason County, West Virginia, with payments of up to about $44.6 billion.
@misc{scrutica-ctrl-anthropic-nscale-org-level-capacityreservation-2026-8615ff,
title = {[SEC Form S-1 (registration statement) concerning Anthropic’s capacity reservation with Nscale]},
year = {2026},
howpublished = {\url{https://www.sec.gov/Archives/edgar/data/2110365/000119312526395475/ck0002110365-20260918.htm}},
note = {Scrutica claim ctrl-anthropic-nscale-org-level-capacity_reservation-2026-8615ff. Filed 18 Sep 2026.}
}[SEC Form S-1 (registration statement) concerning Anthropic’s capacity reservation with Nscale] (2026). Filed 18 Sep 2026. Scrutica claim ctrl-anthropic-nscale-org-level-capacity_reservation-2026-8615ff. https://www.sec.gov/Archives/edgar/data/2110365/000119312526395475/ck0002110365-20260918.htm
One arrangement, documented in 4 disclosures from 2 documents: SEC Form 424B4 (final prospectus) by the counterparty, Filed 12 Jun 2026, on Colossus 1, Colossus 2 and MACROHARDRR; Press release by the subject, Published 6 May 2026, on Colossus 1. Counted once in the band total.
Receipt
“For example, in May 2026, we entered into Cloud Services Agreements with Anthropic PBC (“Anthropic”), an AI research and development public benefit corporation, with respect to access to compute capacity across COLOSSUS and COLOSSUS II. Compute capacity provided includes approximately 325,000 NVIDIA GPUs, backed by hyperscale-class CPUs, exabyte-scale storage and high-speed networking and interconnects purpose-built for AI workloads. Pursuant to these agreements, the customer has agreed to pay us $1.25 billion per month through May 2029, with capacity ramping in May and June 2026 at a reduced fee. After the initial three-month period, the agreements may be terminated by either party upon 90 days’ notice.”
SpaceX’s final prospectus covers Anthropic’s access across Colossus and Colossus II, a wider scope than the Colossus 1 facility linked here. It describes payments of about $1.25 billion per month through May 2029 for capacity that includes approximately 325,000 NVIDIA GPUs, with reduced fees during the May–June 2026 capacity ramp. After an initial three months, either party may terminate on 90 days’ notice. The filing divides neither the payments nor the GPUs between the sites.
Supersedes ctrl-anthropic-spacex-xai-colossus-1-capacity_reservation-2026-1e361a (record date 20 May 2026).
@misc{scrutica-ctrl-anthropic-spacex-xai-colossus-1-capacityreservation-2026-dc73ef,
title = {[SEC Form 424B4 (final prospectus) concerning Anthropic’s capacity reservation with Space Exploration Technologies Corp.]},
year = {2026},
howpublished = {\url{https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm}},
note = {Scrutica claim ctrl-anthropic-spacex-xai-colossus-1-capacity_reservation-2026-dc73ef. Filed 12 Jun 2026.}
}[SEC Form 424B4 (final prospectus) concerning Anthropic’s capacity reservation with Space Exploration Technologies Corp.] (2026). Filed 12 Jun 2026. Scrutica claim ctrl-anthropic-spacex-xai-colossus-1-capacity_reservation-2026-dc73ef. https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm
Receipt
“with respect to access to compute capacity across COLOSSUS and COLOSSUS II”
The Colossus II half of the agreement in SpaceX’s final prospectus, which describes Colossus II as its data centres in Memphis and in Southaven, Mississippi. This record links the Memphis site held here as Colossus 2; the Southaven site and the Colossus 1 half are their own records. The filing divides neither the $1.25 billion a month nor the approximately 325,000 NVIDIA GPUs between the sites.
@misc{scrutica-ctrl-anthropic-spacex-xai-colossus-2-capacityreservation-2026-017b52,
title = {[SEC Form 424B4 (final prospectus) concerning Anthropic’s capacity reservation with Space Exploration Technologies Corp.]},
year = {2026},
howpublished = {\url{https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm}},
note = {Scrutica claim ctrl-anthropic-spacex-xai-colossus-2-capacity_reservation-2026-017b52. Filed 12 Jun 2026.}
}[SEC Form 424B4 (final prospectus) concerning Anthropic’s capacity reservation with Space Exploration Technologies Corp.] (2026). Filed 12 Jun 2026. Scrutica claim ctrl-anthropic-spacex-xai-colossus-2-capacity_reservation-2026-017b52. https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm
Receipt
“with respect to access to compute capacity across COLOSSUS and COLOSSUS II”
The Colossus II half of the agreement in SpaceX’s final prospectus, which describes Colossus II as its data centres in Memphis and in Southaven, Mississippi. This record links the Southaven site; the Memphis site, held here as Colossus 2, and the Colossus 1 half are their own records. The filing divides neither the $1.25 billion a month nor the approximately 325,000 NVIDIA GPUs between the sites.
@misc{scrutica-ctrl-anthropic-spacex-xai-southaven-macrohardrr-capacityreservation-2026-3a6b24,
title = {[SEC Form 424B4 (final prospectus) concerning Anthropic’s capacity reservation with Space Exploration Technologies Corp.]},
year = {2026},
howpublished = {\url{https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm}},
note = {Scrutica claim ctrl-anthropic-spacex-xai-southaven-macrohardrr-capacity_reservation-2026-3a6b24. Filed 12 Jun 2026.}
}[SEC Form 424B4 (final prospectus) concerning Anthropic’s capacity reservation with Space Exploration Technologies Corp.] (2026). Filed 12 Jun 2026. Scrutica claim ctrl-anthropic-spacex-xai-southaven-macrohardrr-capacity_reservation-2026-3a6b24. https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm
Receipt
“We’ve signed an agreement with SpaceX to use all of the compute capacity at their Colossus 1 data center. This gives us access to more than 300 megawatts of new capacity (over 220,000 NVIDIA GPUs) within the month.”
Anthropic: an agreement “to use all of the compute capacity at their Colossus 1 data center”, giving “more than 300 megawatts of new capacity (over 220,000 NVIDIA GPUs) within the month”. More than 300 MW is a floor, so no capacity value is recorded. SpaceX’s prospectus of 12 June puts the agreement at about 325,000 GPUs across Colossus and Colossus II, the company’s data centres in Memphis and Southaven.
@misc{scrutica-ctrl-anthropic-spacex-xai-colossus-1-capacityreservation-2026-d190dc,
title = {[Press release concerning Anthropic’s capacity reservation with Space Exploration Technologies Corp.]},
year = {2026},
howpublished = {\url{https://www.anthropic.com/news/higher-limits-spacex}},
note = {Scrutica claim ctrl-anthropic-spacex-xai-colossus-1-capacity_reservation-2026-d190dc. Published 6 May 2026.}
}[Press release concerning Anthropic’s capacity reservation with Space Exploration Technologies Corp.] (2026). Published 6 May 2026. Scrutica claim ctrl-anthropic-spacex-xai-colossus-1-capacity_reservation-2026-d190dc. https://www.anthropic.com/news/higher-limits-spacex
One arrangement, documented in 2 disclosures: SEC Form 8-K by the counterparty, Filed 5 Aug 2026; SEC Form 8-K by the counterparty, Filed 6 Jul 2026. Counted once in the band total.
Receipt
“Executed 401 MW Anthropic Lease at Justified Data Campus”
Justified Data Campus, Hawesville, Kentucky. TeraWulf’s Q2 2026 business update, furnished as Exhibit 99.2 to its results filing, lists 401 MW for delivery between the second half of 2027 and the first half of 2028 and puts the lease’s long-term contracted cash flows at about $19 billion over the 20-year term. TeraWulf’s 6 July announcement gave the same figure as contracted revenue over the initial lease term.
@misc{scrutica-ctrl-anthropic-terawulf-org-level-lease-2026-982303,
title = {[SEC Form 8-K concerning Anthropic’s lease with TeraWulf]},
year = {2026},
howpublished = {\url{https://www.sec.gov/Archives/edgar/data/1083301/000108330126000162/terawulfq22026investorpr.htm}},
note = {Scrutica claim ctrl-anthropic-terawulf-org-level-lease-2026-982303. Filed 5 Aug 2026.}
}[SEC Form 8-K concerning Anthropic’s lease with TeraWulf] (2026). Filed 5 Aug 2026. Scrutica claim ctrl-anthropic-terawulf-org-level-lease-2026-982303. https://www.sec.gov/Archives/edgar/data/1083301/000108330126000162/terawulfq22026investorpr.htm
Receipt
“approximately 401 MW of critical IT load for high-performance computing ('HPC') operations ... Delivery of the leased capacity is expected to occur in phases beginning in late 2027 and concluding in early 2028. ... Anthropic's obligation to pay rent under the Justified Data Campus Lease will commence upon the delivery of the applicable leased premises and continue for a term of 20 years”
Justified Data Campus, Hawesville, Kentucky. The lease names Anthropic PBC as tenant and TeraWulf subsidiary Raylan Data LLC as landlord. Two five-year renewal options could extend the term to 30 years; delivery was expected to begin in late 2027. A separate Kentucky utility proceeding specifies 482 MW of maximum contract demand for Justified DataPower LLC. That utility demand measures a different quantity from this lease’s 401 MW of critical IT load, and the utility proceeding does not name Anthropic.
@misc{scrutica-ctrl-anthropic-terawulf-org-level-lease-2026-b13da9,
title = {[SEC Form 8-K concerning Anthropic’s lease with TeraWulf]},
year = {2026},
howpublished = {\url{https://investors.terawulf.com/sec-filings/all-sec-filings/content/0001104659-26-080583/tm2619468d1_8k.htm}},
note = {Scrutica claim ctrl-anthropic-terawulf-org-level-lease-2026-b13da9. Filed 6 Jul 2026.}
}[SEC Form 8-K concerning Anthropic’s lease with TeraWulf] (2026). Filed 6 Jul 2026. Scrutica claim ctrl-anthropic-terawulf-org-level-lease-2026-b13da9. https://investors.terawulf.com/sec-filings/all-sec-filings/content/0001104659-26-080583/tm2619468d1_8k.htm
One arrangement, documented in 2 disclosures: Press release by the counterparty, Published 12 Nov 2025; Press release by the subject, Published 12 Nov 2025. Counted once in the band total.
Receipt
“Fluidstack is announcing a $50 billion American computing infrastructure deal with Anthropic, building data centers in New York and Texas, with more sites to come. These facilities are custom built for Anthropic”
Fluidstack’s announcement of the same arrangement, the same day: a $50 billion deal building data centres in New York and Texas, “custom built for Anthropic”.
@misc{scrutica-ctrl-anthropic-fluidstack-org-level-unstated-2025-by-counterparty-199736,
title = {[Press release concerning Anthropic’s arrangement with Fluidstack]},
year = {2025},
howpublished = {\url{https://www.fluidstack.io/news/fluidstack-selected-by-anthropic-to-deliver-custom-data-centers-in-the-us}},
note = {Scrutica claim ctrl-anthropic-fluidstack-org-level-unstated-2025-by-counterparty-199736. Published 12 Nov 2025.}
}[Press release concerning Anthropic’s arrangement with Fluidstack] (2025). Published 12 Nov 2025. Scrutica claim ctrl-anthropic-fluidstack-org-level-unstated-2025-by-counterparty-199736. https://www.fluidstack.io/news/fluidstack-selected-by-anthropic-to-deliver-custom-data-centers-in-the-us
Receipt
“Today, we are announcing a $50 billion investment in American computing infrastructure, building data centers with Fluidstack in Texas and New York, with more sites to come. These facilities are custom built for Anthropic”
Anthropic announces a $50 billion investment in American computing infrastructure, building data centres with Fluidstack in Texas and New York, “custom built for Anthropic”. Neither party’s announcement says who will own, operate or lease them, so the form of control is not stated.
@misc{scrutica-ctrl-anthropic-fluidstack-org-level-unstated-2025-ec9c42,
title = {[Press release concerning Anthropic’s arrangement with Fluidstack]},
year = {2025},
howpublished = {\url{https://www.anthropic.com/news/anthropic-invests-50-billion-in-american-ai-infrastructure}},
note = {Scrutica claim ctrl-anthropic-fluidstack-org-level-unstated-2025-ec9c42. Published 12 Nov 2025.}
}[Press release concerning Anthropic’s arrangement with Fluidstack] (2025). Published 12 Nov 2025. Scrutica claim ctrl-anthropic-fluidstack-org-level-unstated-2025-ec9c42. https://www.anthropic.com/news/anthropic-invests-50-billion-in-american-ai-infrastructure
Receipt
“In December 2025, we announced a strategic partnership with Anthropic, PBC (“Anthropic”) and Fluidstack Ltd. (“Fluidstack”) to develop AI data center infrastructure.”
Hut 8’s annual report: a partnership of December 2025 with Anthropic and Fluidstack to develop AI data-center infrastructure, whose first phase is Hut 8’s lease to Fluidstack at River Bend, Louisiana (its own record). The filing does not state Anthropic’s own form of control.
@misc{scrutica-ctrl-anthropic-hut-8-org-level-unstated-2026-9acb6d,
title = {[SEC Form 10-K concerning Anthropic’s arrangement with Hut 8]},
year = {2026},
howpublished = {\url{https://www.sec.gov/Archives/edgar/data/1964789/000110465926019392/hut-20251231x10k.htm}},
note = {Scrutica claim ctrl-anthropic-hut-8-org-level-unstated-2026-9acb6d. Filed 25 Feb 2026.}
}[SEC Form 10-K concerning Anthropic’s arrangement with Hut 8] (2026). Filed 25 Feb 2026. Scrutica claim ctrl-anthropic-hut-8-org-level-unstated-2026-9acb6d. https://www.sec.gov/Archives/edgar/data/1964789/000110465926019392/hut-20251231x10k.htm
TeraWulf20 yr, 401 MWattested
Documented arrangements
Of the 19 plotted organisations, 16 have contractual capacity on record and no facility title on record.
Capacity
Epoch’s frontier catalog includes 3 of the 4 additional facilities linked through control disclosures. Operating power totals ~2.9 GW (includes estimates). All facility links come from the control disclosures above.
Capacity and delivery by status
Operating
Amazon (Anthropic-Amazon New Carlisle): in use at Project Rainier; site ~1.2 GW (Epoch AI estimate), Anthropic’s share not on record. Amazon release, Oct 2025, attested
Space Exploration Technologies (Memphis and Southaven): all of Colossus 1’s compute capacity, more than 300 MW and over 220,000 NVIDIA GPUs, per Anthropic (6 May 2026); about 325,000 NVIDIA GPUs across Colossus and Colossus II, per SpaceX’s prospectus (12 June 2026); capacity ramping from May–June 2026. Space Exploration Technologies and Anthropic prospectus and release, May and Jun 2026, attested
Being built or delivered
Alphabet and Broadcom: 5.0 GW with Google and Broadcom, per Anthropic; ~3.5 GW of it through Broadcom, per Broadcom; coming online from 2027. Anthropic, Alphabet and Broadcom release and 8-K, Apr and May 2026, attested
Amazon: up to 5.0 GW; nearly 1 GW of Trainium2 and Trainium3 online by the end of 2026. Anthropic and Amazon releases, Apr 2026, attested
AMD: up to 2.0 GW; first gigawatt from the first half of 2027. AMD release, Jul 2026, attested
TeraWulf: 401 MW critical IT load; 20-year lease; delivery in the second half of 2027 and the first half of 2028. TeraWulf 8-Ks, Jul and Aug 2026, attested
Alphabet: up to one million TPUs; more than 1 GW expected in 2026. Alphabet and Anthropic releases, Oct 2025, attested
Broadcom: $10 billion of Ironwood TPU orders and a further $11 billion order, per Broadcom’s chief executive on the call of 11 Dec 2025, as DCD reported; further $11 billion order for delivery in 2026. Broadcom news report of an earnings call, Dec 2025, reported
Status not on record
Counterparties not named: 1.0 GW initially, per NVIDIA; up to 1.0 GW initially, per Anthropic; on NVIDIA Grace Blackwell and Vera Rubin systems. NVIDIA and Anthropic 8-K and release, Nov 2025, attested
CoreWeave: capacity not on record. CoreWeave 8-K, May 2026, attested
Microsoft: $30 billion of Azure compute capacity. Anthropic and Microsoft releases, Nov 2025, attested
Nscale: payments of up to about $44.6 billion, per Nscale (18 Sep 2026) Nscale sec form s-1 (registration statement), Sep 2026, attested
Fluidstack: form not stated; $50 billion of data centres in Texas and New York, custom built for Anthropic. Fluidstack and Anthropic releases, Nov 2025, attested
Hut 8: form not stated; capacity not on record. Hut 8 10-K, Feb 2026, attested
Facilities and capacity evidence, 4 linked records
Export controls
Headquartered in the United States, so US chip-export rules place no destination limit on it. US rules as of 17 Jul 2026
No US Entity List entry matches it. US Entity List as recorded to 21 Aug 2026, attested
12 of its 14 arrangements on record buy capacity from other companies.
Designation matches and country access rules
Headquarters: the United States.
Full Access. The listed accelerators are recorded as available. The US export rules compared here govern shipments to other countries. Classification based on rules as of 17 Jul 2026.
- The CHIPS and Science Act appropriated $52.7 billion for semiconductor manufacturing, research and related workforce programmes.
No designation matches this organisation in Scrutica’s cross-reference, which links 39 organisations to export-control lists sourced from the Federal Register.
Latest recorded listing change: 21 Aug 2026.
Searches
Up to 2 GW of AMD MI450 GPUs that Anthropic is to deploy, the first gigawatt beginning in the first half of 2027: the announcement names no site, owner or facility operator. AMD release, 22 Jul 2026, attested
No disclosure states a capacity for 5 of the 12 contracts on record.
No SEC registrant identifier of its own is on record; the LEI registry holds candidate records, none yet confirmed as its own. GLEIF search, 25 Sep 2026
Subscription supply data places it at or above the 90th percentile of 5,370 organisations by number of supply relationships; the relationships are withheld.
Registry searches and disclosure posture
The global LEI index was searched on 25 September 2026. It holds ANTHROPIC, PBC (LEI 984500B6DEB8CEBC4Z70), file 4860621 on the Delaware Division of Corporations’ records, at a Wilmington address. NSCALE’s registration statement of September 2026 names the company “Anthropic PBC, a Delaware public benefit corporation”, at a San Francisco address. Delaware lets a name that is not distinguishable from another stand with the holder’s written consent, so the name alone does not tie the two, and no LEI is linked here.
The organisation’s registration in the global Legal Entity Identifier (LEI) system.
as of 25 Sep 2026, registry record
The registry returned candidate LEIs whose identity is still unresolved. A confirmed match is needed to retrieve this organisation’s parent reports.
Why the organisation has not reported a direct or ultimate consolidating parent to the LEI registry.
as of 25 Sep 2026, registry record
Consolidation records name a parent by its LEI, so none can be matched to this organisation until a candidate LEI is confirmed as its own.
Reports from LEI-registered entities whose accounts are consolidated by this organisation.
as of 25 Sep 2026, registry record
No SEC registrant identifier is linked to this organisation in Scrutica.
SEC filings under the organisation’s own Central Index Key (CIK).
Counterparties supplied 17 of the 26 control disclosures.
Supply comparisons
Subscription corporate data supplies these comparisons; the underlying relationships cannot be republished.
The number of supply relationships involving this organisation is at or above the 90th percentile of the 5,370 organisations in the supply dataset.
Partially corroborated: the supply data connects at least one-third and fewer than two-thirds of the 11 publicly documented counterparty pairs.
The review on 12 Aug 2026 found no conflict between the subscription data and the public claims cited here.
Related pages
Sources
4 sources
- Control relations, each from its own primary disclosure: a filing, call or release: https://scrutica.com/methodology
- Global LEI Foundation golden copy: registrations, parent declarations and consolidation records (CC0): https://www.gleif.org/en/lei-data/gleif-golden-copy
- Export-control designations, each anchored to its Federal Register notice: https://scrutica.com/methodology#export-controls
- Epoch AI Frontier Data Centers: https://epoch.ai/data/data-centers
How the figures were made
Of the statements on this page, 15 are attested and 1 is reported.
Grades depend on the source’s authority tier, the discloser’s role and the estimate flag.
Attested. A non-estimated claim from a primary or research source, disclosed by the organisation, a counterparty or a regulator.
Reported. Press or third-party reporting.
Inferred. Derived or estimated, including announced capacity ceilings.
A value flagged as estimated grades inferred regardless of its source. This includes capacity ceilings announced by a party to the agreement.
Control claims cite supporting disclosures for ownership, operating and contractual arrangements. Export-control designations use Federal Register citations, the designation-to-organisation cross-reference, and rule-derived country access classifications.
Disclosure posture reads the Global LEI Foundation golden copy by the organisation’s own identifier and its SEC registrant record where one exists. Capacity comes from facility catalogs; each figure links to its source.
An empty section includes its search method and date if a search has been completed. Not yet searched means no search is on file. Unverified leads remain in the search notes.
Subscription corporate data guides source searches and coverage checks. Published control claims cite public disclosures. Supply comparisons use broad percentile bands and corroboration classes; underlying licensed records and identifiers are withheld.