← SerenityLeaked Anthropic documents reveal plans to secure 1.4GW capacity from Australia (~$21.6B),
Leaked Anthropic documents reveal plans to secure 1.4GW capacity from Australia (~$21.6B), while IREN and SHAZ are building sovereign data centers there, suggesting a bullish connection.
“Leaked Anthropic docs show plans to secure 1.4GW capacity from Australia, amounting to ~$21.6B.
Recently $IREN, $SHAZ, and other Neoclouds have been building sovereign DCs in Australia.
Guess like a lot of things are stating to make more sense connection wise?
(disclosure: no open positions in any of the above).”
Original post:X / @aleabitoreddit ↗Related stocks
The author notes IREN is building sovereign data centers in Australia, and Anthropic's massive capacity needs in the same region imply increased demand for their infrastructure.
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Similarly, SHAZ's sovereign DC projects in Australia may benefit from Anthropic's planned capacity procurement, as the post hints at a favorable linkage.
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