Anthropic’s IPO is the moment datacenter developers have been waiting for.

“Anthropic has the biggest compute demand of anyone, alongside OpenAI. They’re on par with hyperscalers, but they can’t deal directly with the folks building the datacenters. You can’t fund a datacenter on Anthropic credit.”

“Talk to anyone in the datacenter market, everyone was looking forward to this IPO. Whenever these guys IPO, I’m gonna sell so many megawatts to them. Obviously, that’s contingent on Anthropic being investment grade.”

“These guys are gonna have over 200 billion, and that’s a company that in the last three years, despite being very unprofitable, barely burnt any cash.”