Mentioned:
Anthropic is making a massive bet on the future of high performance computing. And they’re partnering up with TeraWulf to do it.
What’s happening:
- TeraWulf (NASDAQ: WULF) has struck a deal with Anthropic for to develop a new data centre for artificial intelligence workloads at their Justified Data site located in Hawesville, Kentucky
By the numbers:
- The deal between Anthropic and TeraWulf is structured as a 20 year lease and is worth up to a total of $19B USD In total revenue
Why it matters:
- The new data centre being built by TeraWulf at their Justified Data site is expected to support roughly 401 megawatts of high performance computing capacity
Going deeper:
- TeraWulf has publicly stated they expect to have the new data centre at their Justified Data site fully operational within the next two years
- TeraWulf has been rapidly buying up new development sites for large scale data centres throughout the United States, including notably buying the Muskie Data Campus located in Kentucky as well as a site in Maryland with 210 megawatts of existing power
The intrigue:
- Anthropic has been striking a flurry of new deals with publicly traded companies lately, including just recently partnering with Micron (NASDAQ: MU) to co-design how memory and storage subsystems will be used in Anthropic’s training and inference infrastructure
