Anthropic's S-1 Says It Will Expand Its Data Center Footprint. Here's Who Could Pour the Concrete, Wire the Power, and Cool the Chips.

Anthropic's IPO filing reveals $895.4 billion in computing and infrastructure commitments through 2030. While the company doesn't name specific contractors, three publicly traded firms specializing in data center construction—Sterling Infrastructure (site preparation), Quanta Services (electrical infrastructure), and Vertiv Holdings (cooling systems)—are well-positioned to benefit from this massive expansion. All three companies reported Q3 revenue growth exceeding 57% and maintain substantial backlogs.