Anthropic leased 1.7 GW of capacity, including a 360 MW site in Australia

According to information the hosts attributed to SemiAnalysis, Anthropic leased 1.7 GW of computing capacity this quarter, including 360 MW in Queensland, Australia. The agreement was signed on September 16, and operations at the site are expected to start in the first quarter of 2028. The source called it the largest overseas lease by an AI lab that quarter. Google backs 1 GW of the total; according to the source, it was not yet clear who would provide credit support for another large site.