A look at the economics of Anthropic's data center leases as analysts estimate a 245 MW site could yield ~$1.3B/mo; sources say it signed a cloud deal with IREN
THE SO WHAT
A single 245 MW site modeled at roughly $1.3B per month in revenue puts hyperscale AI data centers firmly in the category of core economic infrastructure, not just IT spend. If you’re a large AI buyer or infra provider, power-secured, long-term sites are now a strategic asset class on par with spectrum or rail rights-of-way.
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