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A new Kentucky AI data center will power Anthropic as part of a 20-year deal

Artificial IntelligenceCompany FundamentalsInfrastructure & Defense
A new Kentucky AI data center will power Anthropic as part of a 20-year deal

Anthropic signed a 20-year lease with Terawulf for a new AI data center in Hawesville, Kentucky. The contract is expected to generate about $19B in contracted revenue over the initial term, supporting long-duration visibility for the involved businesses. The deal should be a meaningful positive for data center and AI infrastructure economics.

Analysis

Anthropic signed a 20-year lease with Terawulf for a new AI data center in Hawesville, Kentucky. The contract is expected to generate about $19B in contracted revenue over the initial term, supporting long-duration visibility for the involved businesses. The deal should be a meaningful positive for data center and AI infrastructure economics.

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