OpenAI and Anthropic are exploring agreements for smaller data centre capacity as both companies race to deploy additional AI computing power, according to sources cited by CNBC and NDTV. The push reflects accelerating demand for AI workloads and a need to bring new capacity online faster.
NDTV reports that the companies are looking for roughly 20–30 MW of capacity, suggesting a shift away from very large single-site projects toward smaller, more modular sites that can be scheduled sooner. CNBC similarly describes a broader pattern of recent AI infrastructure deal announcements by both firms as they compete to secure infrastructure for growing model and deployment needs.
The outlets differ mainly in emphasis and detail: CNBC focuses on the competitive “race” and the trend of dealmaking, while NDTV specifies the approximate target capacity range. Neither account indicates a final agreement, timelines, or which vendors or locations are involved.
