Anthropic and OpenAI hunt for smaller data center deals, sources tell CNBC, in race to deploy AI capacity

Anthropic and OpenAI are hunting for smaller AI data center deals, sources told CNBC, as the race to access the infrastructure needed to deploy workloads ramps up.

The two AI labs have both inked huge deals for AI data centers in the past year for facilities of multi-hundred-megawatt and gigawatt capacity, but sources have said those companies are now also looking for compute capacity deals for much smaller deployments of 20-30 MW.

Anthropic has sounded out agreements within that range across the U.K. and the Nordics, four people familiar with the conversations, who asked to remain anonymous when discussing private business dealings, told CNBC. OpenAI had been exploring opportunities for those smaller capacity deployments in the Nordics, two of the sources said.

One source said they were also familiar with talks involving Anthropic and OpenAI about U.S. capacity deployments at that scale.

Both companies have announced a flurry of AI infrastructure deals over the past year as they've looked to train and serve their models to end users. Deals to secure smaller allocations of compute allow companies to deploy workloads faster amid the AI boom.

"We're building a diversified compute portfolio to meet growing demand for AI around the world," an OpenAI spokesperson told CNBC.

"Different workloads need different infrastructure, so we have conversations with a range of partners and assess opportunities based on our requirements, performance, reliability, timing and cost," they added. "We don't comment on specific commercial discussions."

Anthropic did not comment when approached by CNBC.

'Speed to usable capacity'

Both AI labs typically rent compute capacity from data center operators and neoclouds and have sought large-scale, long-term agreements.

Anthropic inked a roughly $45 billion cloud deal with Nscale, which will see the AI lab rent around 460 MW of compute capacity at a data center development in West Virginia, two people familiar with the matter told CNBC in August.

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