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Vol. I SEP 27, 2026

Developing story

Anthropic's compute buildout

The story so far — 7 entries, JUL 20, 2026 to AUG 14, 2026.

  1. JUL 20, 2026 · No. 59 · Lead story

    Anthropic in early talks to lease $10B of compute from Meta

    CNBC

  2. JUL 23, 2026 · No. 61

    Meta reportedly in talks to lease $10B more compute from Anthropic's side of the deal

    The still-unconfirmed deal would make Meta a fourth major cloud provider, on top of the $45B, three-year compute deal Anthropic already signed with SpaceX.

    The Motley Fool

  3. AUG 6, 2026 · No. 78 · Lead story

    Anthropic locks in a $10B, six-year compute deal with year-old startup Volta

    TechCrunch

  4. AUG 9, 2026 · Edition · Lead story

    Anthropic locks in a $10B, six-year compute deal with year-old startup Volta

    TechCrunch

  5. AUG 11, 2026 · No. 84 · Lead story

    Anthropic, Macquarie and GIC launch Theseus to build its next data centers

    HPCwire

  6. AUG 13, 2026 · No. 86

    Anthropic and Riot Platforms sign a $9.1B, 20-year compute deal

    The bitcoin miner will supply 191MW from its Texas site through 2048, with extension options that could push the deal's value past $16B.

    Data Center Dynamics

  7. AUG 14, 2026 · No. 87

    Anthropic is in talks to buy AI startup Decart for $6 billion

    It would be Anthropic's largest acquisition yet, aimed at squeezing more efficiency out of its compute as demand keeps outrunning supply.

    Fortune

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