Directory / Anthropic
Monday 19 October 2026
A
Anthropic
ORGANISATIONanthropic.com
CUSTOMERHOST43 PEOPLE ON FILEMET 145 DAYS AGO
Not watched
IDENTIFIED
23 Aug 2026
CONTACTED
8 Sep 2026
IN DIALOGUE
27 May 2026
TERMS
not yet
SIGNED
not yet
RELATIONSHIPCUSTOMER
Prospect. Most active customer discussion in Sep 2026. Route through Tim Hughes and Todd, intermediary Tim recommended. Mansfield proposal sent Jun 2026 went quiet. Ohio One proposal, 3 x 250 MW, stated for the week of 28 Sep 2026.
Granola 21 and 22 Sep 2026; Mansfield email chat, Jun 2026
OPERATING
Anthropic at Vertiv Pelzer SC factory, week of 14 Sep 2026. Vertiv already on Anthropic projects and knows its BOD; common NDA needed before Vertiv shares. On another Anthropic project a cost reimbursable agreement repaid pre-ordered long lead capital par for par if offtake not signed (Lex Gruver, USPE Global). ORC on that Texas site being stripped out over combined cycle permitting.
MicroLink Ohio One, Vertiv, 21 Sep 2026; Lex and Nick chat, 22 Sep 2026
WHAT THEY WANTNEXT
Speed to power, custom capacity for Claude workloads, cost efficiency. Sites of 160 MW critical IT minimum, 300 to 400 MW typical, path to 1 GW; energised HV transmission; power in 12 to 24 months; landlord carries generation and siting risk. Anthropic asked whether 100 MW could be on by December 2027.
Binky Deal Architecture and What Anthropic Prioritizes; Jaroslav and Nick Chat, 15 Sep 2026
WHAT THEY AREDRAWN FROM THE TRANSCRIPT
Contracting
- Offtaker, never developer of record
- Dominant route: Fluidstack signs the lease, Google LLC backstops it
- One direct lease: TeraWulf Kentucky, 401 MW, 20 yr + 2x5, unnamed investment grade credit
- Compute offtake with AWS, Google and Broadcom, Azure, CoreWeave, SpaceX Colossus
- Non investment grade by its own Australia tender documents
- Chips financed off balance sheet: Apollo led XPV platform, Broadcom residual value support
- Rent band on filed leases $1.84M to $2.37M per IT MW per yr; 10 to 25 yr; NNN or modified gross, 3% escalator
- Power pass through at cost, take or pay 6 yr (Kentucky PSC)
Design
- Multi silicon: Trainium, TPU, NVIDIA GB300 and Vera Rubin
- Throughput per watt first; direct to chip liquid; prefabricated cooling skids
- Redundancy chosen per cost: N+1, 2N or block redundant
- Issues its own basis of design with AMR and network block MW (Vertiv, 21 Sep)
- Final day chip fixed at PO with NVIDIA (Vertiv, 21 Sep)
- No loop temperatures, PUE or WUE published
People
- Tom Brown, Chief Compute Officer
- James Bradbury, Head of Compute
- Krishna Rao, CFO, signs compute commitments
- Tim Hughes, Head of Energy, Leasing and Land
- Winnie Leung, Head of Data Centre Infrastructure
- Liwen Mao, Data Centre Design Lead
PEOPLE HERE43 ON FILE
31 more on file, the first twelve by tier shown.
MENTIONED BYWHO HAS TALKED ABOUT THEM, AND WHAT THEY SAID
| Who | Kind | What they said |
|---|---|---|
| Nick Searra, MicroLink 14 Sep | Commercial | We chatted to Anthropic and Anthropic were like, can you turn on 100 megawatts by the end of next year? |
| Adviser, White Rose Capital Group 4 Sep | Commercial | Anthropic flagged as a potential customer for the 1.25 MW scale, with the social impact angle relevant to their positioning. |
WHO THEY MENTIONEDEACH ROW WRITES TO BOTH PROFILES
They have named nobody in a transcript held here.
WHAT THEY SAIDVERBATIM · FEEDS THE TODAY SHEET
Nothing they said is on the Today sheet.
IMPORTANT DATESCOMPANY LEVEL, PEOPLE ROLLED IN
8 Sep 2026
SENT
MicroLink & Anthropic
Daniel Rosenthal
Mail
27 May 2026
MET
Microlink Data Centers & Anthropic
Google Calendar
OPEN ACTIONSNONE OPEN
Nothing is owed on the record.
WHERE WE INTERSECT
DOMAINanthropic.comorganisations.domain
OVERLAPVertiv (OneCore, Pelzer factory); NVIDIA (Vera Rubin, joint HQ meeting proposed by Vertiv); Apollo (XPV equipment platform and MicroLink funding conversations); USPE Global (FX45 generation, CRA precedent).Granola 18 to 22 Sep 2026; Binky
FUNDER IN COMMONApollo: leads the XPV equipment platform funding Anthropic chips; named in MicroLink funding conversationsBinky; Catch up, 18 Sep 2026
DOCUMENTS SHAREDMansfield site link, Jun 2026; campus.microlinkdc.com four site proposal, Jul 2026Past chats, Jun and Jul 2026
INTRODUCED BYTim Hughes recommended Todd as intermediaryLex and Nick chat, 22 Sep 2026
MEETINGS1 ON FILE
KEY FACTS
Domainanthropic.com
ClassCustomer, Host
Ownernot set
StageIn dialogue
People43 on file
Record age57 days
SILENCE
Last touch8 Sep 2026
Quiet for41 days
Quietest personDaniela Amodei, never
MENTIONS
Made by themnone drawn
Made about them2
Corroboratednone yet
Contradictednone
FIT
Host modelno evidence
Host modelno evidence
Criteria evidenced0 of 20
Gates firedno evidence
COMPLETENESS
Filled16 of 19
Open slots3
Oldest fact4 Apr 2026
CONNECTION MAPDASHED IS HEARSAY, ONE STEP REMOVED
The counterparty and what we oweMeetings held and people metOurs to answerNamed by them
WHERE EACH FIELD COMES FROM
Binky digest
capital programme, markets next, markets present
organisations.domain
domain
messages and replies
last touch
messages sent, joined through contacts to person_profiles
people addressed
23 more sources
org_people, organisations.created_at, Binky Deal Architecture; Granola 15 to 22 Sep 2026, Past chats, Jun and Jul 2026, Lex and Nick chat, 22 Sep 2026, MicroLink Ohio One, Vertiv, 21 Sep 2026; Lex and Nick chat, 22 Sep 2026, Granola 21 and 22 Sep 2026; Loom deals, Granola 18 to 22 Sep 2026; Binky, Granola 21 and 22 Sep 2026; Mansfield email chat, Jun 2026, Anthropic Design And Contracting B report, 22 Sep 2026; Binky, Binky Deal Architecture and What Anthropic Prioritizes; Jaroslav and Nick Chat, 15 Sep 2026, SEC filings via Binky, Binky Deal Architecture and digest, Binky, What Anthropic Prioritizes, Loom organisations row, Jaroslav and Nick Chat, 15 Sep 2026, Binky digest; July 2026 Anthropic chat, Binky; Catch up, 18 Sep 2026, Binky digest; CNBC 23 Apr 2026 via Binky, Binky, 400 MW Anthropic Style Campus Reference, Binky, AFR via Binky digest, MicroLink Ohio One, 21 Sep 2026
COMMIT TO MEMORY