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Anthropic and OpenAI start chasing 20-30MW data center deals alongside the gigawatt projects
CNBC reported on 2026-09-18 that both labs are now pursuing much smaller 20-30 megawatt data center deals in parallel with their headline builds, Anthropic's $45 billion Nscale agreement for 460MW in West Virginia and OpenAI's Stargate 10GW commitment plus 3GW in Georgia and 8GW in Ohio. The stated reason is speed to usable capacity rather than cost: a small site comes online far sooner than a campus. The structural driver is the inference shift, with inference workloads expected to surpass training in 2027 and to reach 37% of data center capacity by 2030 against 13% for training, and inference serving distributes across small sites in a way training runs do not.
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