Smaller But Not Slower: The Shift in AI Infrastructure Deals The latest development in the AI infrastructure boom is a significant shift towards smaller data center deals.
Anthropic and OpenAI, two of the largest players in the field, are now exploring agreements for compute capacity in the range of 20 30 megawatts (MW).
This is a departure from their previous large scale deals, which have faced pushback from local communities and pressure to secure land and power.