Google and Anthropic sign gigawatt-scale AI capacity pre-sale agreement

Google and Anthropic finalized a gigawatt-scale power purchase agreement to pre-sell AI capacity at Google's Eemshaven campus in the Netherlands. The deal secures 1 GW of dedicated power supply for Anthropic's AI workloads, marking one of the largest pre-sale agreements in the data center sector to date. The agreement is part of Google's broader strategy to restructure energy sourcing for AI demand, which has outpaced grid capacity in power-constrained regions. Anthropic gains guaranteed access to high-density compute infrastructure, while Google monetizes excess capacity through long-term offtake contracts. The transaction underscores the shift toward behind-the-meter power solutions as developers prioritize 'speed to power' over traditional grid interconnection timelines.

Counterparts (2)

Developer

Anthropic

company · 4 deals

AI research and product company developing advanced AI systems like Claude with a focus on safety and societal benefit. Receives significant investment from global institutional investors.

Offtaker

Google

company · 15 deals

Google is active as both an offtaker and buyer, securing 7 verified deals, including nearly 1.2 GW of carbon-free energy via PPAs with Clearway. The company's clean energy investments span solar in Malaysia, offshore wind in Germany, and battery storage in the USA, with a strategic partnership in fusion energy. Google also partners in data center development, indicating a focus on powering its infrastructure with clean energy sources.