Anthropic could generate $1B monthly from Louisiana data center

Summary

Anthropic is projected to potentially generate $1.3 billion in monthly revenue from its River Bend campus, a data center being developed in West Feliciana Parish, Louisiana. This estimate, which assumes full utilization for inference, reflects investor optimism around the site's capacity of 245 megawatts of usable compute, amid a total power demand of 330 megawatts. The facility, backed by Hut 8 and Fluidstack, aims to come online with significant computing resources as part of Anthropic's goal to activate $530 billion in leased capacity. However, the $1.3 billion figure represents an upper limit rather than a firm forecast, hinging on operational timing set for 2027 and utilization rates.

Analysis