TREE NEWS reports: Anthropic and OpenAI are now pursuing smaller AI data center deals of 20-30 megawatts, after signing multiple large-scale agreements over the past year ranging from hundreds of megawatts to gigawatt capacity. Four people familiar said Anthropic has approached deals of that size in the UK and the Nordics, while two others said OpenAI is exploring similar small deployments in the Nordics. Analysts said smaller deals are attractive for securing usable capacity faster.
Anthropic and OpenAI Seek Smaller 20-30 MW Data Center Deals
AI take
The shift toward smaller deals suggests the largest AI labs are hitting practical limits on how fast they can absorb giant campuses, and are now optimising for time-to-power rather than headline capacity. That matters for host markets: the UK and Nordics are being tested as sites for modular, faster-to-energise deployments, which could spread AI infrastructure demand beyond the usual mega-hub locations. Whether this is a temporary workaround or a durable change in procurement strategy is the open question, and it will shape how utilities, grid operators and data centre developers size their pipelines.
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