Anthropic and OpenAI hunt for smaller data center deals, sources tell CNBC, in race to deploy AI capacity

Anthropic and OpenAI are reportedly seeking smaller data center deals, according to sources cited by CNBC. This development is significant as both companies have been aggressively expanding their AI infrastructure over the past year to meet surging demand for their services. The search for smaller deals suggests that they are looking for more flexible and scalable options to support their growth.

The AI infrastructure market has been heating up, with major players like Amazon Web Services, Microsoft Azure, and Google Cloud Platform competing for market share. Anthropic and OpenAI's move to secure smaller data center deals may indicate a shift towards more decentralized and edge-based infrastructure, allowing them to deploy AI capacity closer to their users. This could have implications for data center providers and investors, who may need to adapt to changing demand patterns.

As the AI infrastructure landscape continues to evolve, brokers should watch for further announcements from Anthropic and OpenAI, as well as their competitors. Key areas to focus on include the terms of these smaller data center deals, the providers involved, and the potential impact on the broader data center market. Additionally, investors may want to monitor the companies' capital expenditure plans and revenue growth, as they seek to capitalize on the increasing demand for AI services.

Originally reported by cnbc.com. BrokerNews adds analysis for finance & markets readers.