A look at the economics of Anthropic's data center leases as analysts estimate a 245 MW site could yield ~$1.3B/mo; sources say it signed a cloud deal with IREN (Ann Davis Vaughan/The Information)

Analysts are examining the economics of Anthropic's data center leases, with estimates suggesting a 245 MW site could generate approximately $1.3 billion per month. Sources indicate that Anthropic has entered into a cloud deal with IREN. This comes as Anthropic is reportedly urging its partners to accelerate the $530 billion worth of data center leasing deals it has secured, highlighting the significant financial implications and strategic importance of these agreements.

This report uniquely details the economics of Anthropic's data center leases, including an estimated $1.3B/month yield from a 245 MW site, unlike other reports that only mention the deals.