Exchanges· ★★★· neutral·

Anthropic reportedly signs multi-year cloud deal with IREN

  • —The Information reported a multi-year cloud contract between Anthropic and IREN
  • —IREN had previously disclosed a contract with an unnamed frontier AI lab
  • —Neither Anthropic nor IREN has officially confirmed the deal
  • —Anthropic plans to spend over $100B on AWS over the next decade with access to up to 5 GW
Why it matters: A confirmed deal would reinforce Bitcoin miners' pivot to AI infrastructure and strengthen demand for computing capacity.
Source: DiarioBitcoin