Anthropic Is the Buyer Behind a $13.7B Six-Year GPU Lease With Trump-Linked Rum Group
The Information·high signal
The Information identified Anthropic as the previously unnamed customer on Rum Group's $13.7 billion six-year compute agreement at its Georgia data center, structured as three tranches of about $4.57B. The deal includes a 50.8 million share warrant worth roughly $364M to the customer. It is the clearest case yet of a frontier lab taking equity upside in the landlord it is signing a decade of obligations to.