Anthropic 245 MW Site: Analysts Project $1.3B/Mo — SkimNews
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- Analysts estimate a 245 MW Anthropic data center site could yield ~$1.3B per month, illustrating the revenue potential underlying the company's massive infrastructure commitments
- Anthropic signed a cloud deal with IREN and is driving its partners to accelerate $530 billion of data center leasing deals, according to sources
Why it matters: With analysts projecting ~$1.3B per month in revenue from a single 245 MW site against $530B in total lease commitments, Anthropic's compute strategy implies it needs sustained, massive token-revenue growth to justify the spend — and the IREN partnership shows it's spreading bets across cloud providers to deploy capacity faster.
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