The Information estimates that Anthropic’s 245 MW data center in Louisiana could generate $1.3B in monthly revenue at full inference utilization. With monthly chip rental costs estimated at $200M, the site would have an 85% inference gross margin before training and other operational expenses.
Tuesday, October 20, 2026
Story
Anthropic Signs Cloud Deal With Former Bitcoin Miner IREN
AI9 days ago
The AI developer has entered into a multiyear contract for cloud services with IREN, a firm that previously disclosed having an unnamed frontier AI client in August. The Information first revealed the partnership, noting the deal was previously unannounced, while highlighting IREN's transition from a Bitcoin mining company to an AI infrastructure provider.
Looking for more context or analysis?
Tilt chat provides reliable, tailored insights, alerts, and automations.