Anthropic reportedly signs unannounced cloud deal with IREN

The Information reported that Anthropic signed a multiyear cloud agreement with IREN, a former bitcoin miner turned AI cloud provider. The value and duration were not disclosed as Anthropic races to bring computing capacity online amid roughly $530 billion in data-center leases.

• Deal with IREN is unannounced; value and duration undisclosed
• Anthropic is building capacity against ~$530B in data-center leases
• IREN's main Australian asset is an 800 MW Bundey campus
• Bringing a 245 MW site online a month early adds $1.3B in revenue