Anthropic compute capacity to exceed 3.5 GW by end-2026

The number is less a technical spec than a signal about Anthropic's bargaining position: gigawatt-scale capacity implies long-term power and data-center commitments that will shape its cost structure and deployment pace. The absent detail on owned versus contracted capacity is the real gap, since it determines how much balance-sheet risk sits behind the figure. For markets tied to AI infrastructure, the open question is whether this reflects secured supply or an aspiration, and whether other developers disclose comparable numbers.