Anthropic Says It's Building Its Own Data Centers. Bloom Energy Sells Exactly the Onsite Power That Requires.

Anthropic is building its own dedicated data centers through partnerships, committing to $125.2 billion in lease payments over five years. The company will likely need on-site power generation, positioning Bloom Energy as an ideal partner due to its solid oxide fuel cell technology that can be deployed quickly. Bloom Energy's record Q3 results and existing relationships with Anthropic's cloud partners strengthen this potential partnership.