ANTHROPIC TO HAVE OVER 3.5GW COMPUTING POWER BY END 2026 - NYT

The New York Times reports that Anthropic expects to have more than 3.5 gigawatts of computing capacity online by the end of 2026, a figure that signals rapid scaling of AI infrastructure at a single frontier developer. The transmission mechanism runs through capital demand: data-center buildouts at this scale draw heavily on power generation, grid interconnection, advanced semiconductors, and long-lead electrical equipment, which tends to lift expectations for electricity demand growth and for capital spending across the AI supply chain. Power utilities, grid-equipment makers, and suppliers of cooling and transformer systems are the most directly exposed, since incremental gigawatts translate into contracted load and procurement orders, while accelerator and networking hardware producers see demand visibility extend further out. A key item for traders to watch is the next hyperscaler and AI-lab capital expenditure guidance, along with any utility interconnection queue updates that show whether announced gigawatt-scale projects are being matched by available generation and transmission capacity.

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