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Anthropic signed at least 14.8GW of computing power in the past 11 months, with a potential cost of up to 517 billion USD

According to statistics from The Information, Anthropic has signed at least 14.8GW of computing power in the past 11 months, which can be gradually utilized in the coming years. Based on currently public contracts, the potential total cost could reach up to $517 billion, with most expenditures occurring over the next decade. In addition to the 1-2GW already secured before October last year, the total computing power signed by Anthropic is approximately 16GW.This round of expansion is primarily driven by the demand for Claude. This year, the growth of Claude Code and Cowork has exceeded Anthropic's expectations, prompting the company to focus on acquiring computing power. The new agreement with Amazon provides up to 5GW, while Google and Broadcom offer another 5GW, and Microsoft and NVIDIA provide approximately 1GW. Anthropic has also rented all computing power from SpaceX's Colossus 1, acquiring over 220,000 NVIDIA GPUs, including H100, H200, and GB200.Anthropic has secured about 16GW, with many contracts extending beyond 2030. OpenAI has set a target for investors to reach 30GW by 2030, expecting to invest approximately $750 billion in computing power by that year. The $517 billion figure is the potential maximum cost estimated by The Information based on existing cloud services, chip, and data center contracts, with some computing power potentially being delayed or unused, and some contracts allowing for early cancellation.

first_img Dubai VARA signed a memorandum of understanding with Securitize to advance tokenization innovation

According to Cointelegraph, the Dubai Virtual Assets Regulatory Authority (VARA) has signed a Memorandum of Understanding (MoU) with the BlackRock-backed tokenization platform Securitize to advance the tokenization and digital asset infrastructure development in the UAE and Dubai. Both parties stated that the agreement will establish a collaborative framework to support regulated tokenization initiatives, promote institutional participation, and strengthen Dubai's digital asset ecosystem.A VARA spokesperson stated that the memorandum aims to combine VARA's regulatory perspective with Securitize's experience in institutional tokenization to determine how the collaboration can help Dubai develop a trustworthy and regulated tokenization market, with no specific projects to be announced at this stage. Carlos Domingo, co-founder and CEO of Securitize, stated that Dubai is one of the most forward-looking jurisdictions for global digital asset innovation, and collaborating with regulators is crucial for tokenization to move from concept to mainstream financial infrastructure.At the time of this announcement, investor demand for tokenized assets continues to rise. According to RWA.xyz data, the total number of tokenized asset holders has increased by 103% over the past 30 days to 3.2 million, and the total value of tokenized assets has grown by 2% to $38.5 billion. Securitize is currently the largest tokenization platform globally, with a tokenized asset management scale of $4.9 billion, while Ondo Finance ranks second with $3.5 billion.

CleanSpark: Produced 586 BTC in July, signed a $6.6 billion data center lease

According to PR Newswire, Bitcoin mining company CleanSpark (CLSK) announced its unaudited Bitcoin mining and operational data for July 2026. In terms of operational data for July, CleanSpark produced 586 BTC that month, bringing the total production for the year to 4,310 BTC; the peak operational hash rate for the month reached 50 EH/s, with an average operational hash rate of 38.6 EH/s, and as of the end of July, 230,507 mining machines were deployed; regarding the power mix, the contracted power capacity reached 1.8 GW, with actual usage at 808 MW.In terms of Bitcoin reserves, as of the end of July, it held 13,931 BTC, a slight increase from 13,924 BTC at the end of June. In July, it produced 586 BTC, sold 229 BTC through spot sales, and sold 350 BTC through exercising call options, with an average selling price of $66,133 per BTC.During the same period, the company announced that it had signed a 20-year triple net lease (NNN) agreement with a high investment-grade global technology company at its Sandersville campus in Georgia, with two five-year renewal options. The total contract revenue during the initial 20-year term is expected to be approximately $6.6 billion, and if both renewal options are exercised, the total contract value will reach $11.6 billion, with a cumulative net operating income (NOI) contribution rate close to 100%, and an average annual NOI contribution of about $330 million.
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