Anthropic, OpenAI seek 20-30 MW data center capacities

NBIS: NBIS operates as an AI compute infrastructure provider offering data center and GPU services to support demanding workloads. It engages in larger-scale capacity deals alongside other specialized and hyperscale players in the AI ecosystem. Amazon: Amazon provides extensive cloud computing resources via AWS, which includes substantial investments in data center infrastructure for AI workloads. It prioritizes major gigawatt-scale projects and supporting ecosystems while AI labs seek additional smaller allocations to fill immediate gaps. OpenAI: OpenAI builds and deploys generative AI systems, including models powering ChatGPT and other applications. The company is expanding its infrastructure footprint by exploring both large self-developed campuses and supplementary smaller data center options to meet surging compute demands. Anthropic: Anthropic is an AI company developing advanced models with an emphasis on safety and alignment, primarily known for its Claude series. It is actively pursuing a range of data center capacities, including smaller mid-sized sites, to support model training and inference needs alongside major campus developments. CoreWeave: CoreWeave is a specialized cloud provider delivering GPU-optimized infrastructure tailored for AI training and inference workloads. It participates in larger data center deployments that complement the hyperscale strategies of major cloud companies. Microsoft: Microsoft operates one of the world's largest cloud and AI infrastructure networks through its Azure platform. It focuses on securing and developing large-scale data center capacity to support enterprise AI and cloud services, operating at a different scale from the mid-sized sites targeted by dedicated AI labs. Market Roles: Hyperscalers and specialized AI cloud providers concentrate on large-ticket infrastructure, leaving smaller modular opportunities for labs seeking quicker power access. Site Strategy: AI developers are touring and securing mid-sized facilities to bridge timing gaps while multi-gigawatt projects advance through permitting and construction phases. Power Scarcity: Power availability has emerged as the primary constraint for AI infrastructure expansion, prompting labs to pursue diversified site sizes beyond traditional large campuses.