Eliahu-Ontiveros: Anthropic aims to add over 8 GW of power by 2027
Jeremy Eliahu-Ontiveros · Inside the AI power wars · Jul 9, 2026 · at 14:36
SemiAnalysis analyst Jeremy Eliahu-Ontiveros details the multi-gigawatt scaling roadmaps of frontier AI labs requiring dedicated power infrastructure.
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“Anthropic, you know, one and a half gigs of capacity end of 20, 25. By 27, they won over 10 gigs, right? So they're going to build basically more than eight gigawatts in two years. That's the size of Google today.”
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