Anthropic literally stated in their S-1 they're going to go hard on capex next year, basically as soon as their IPO. Their capex has effectively been 0 since the company was founded. The reason why they're going to build their own datacenters is because they've awkwardly got themselves into a situation where their hyperscaler compute deals have tied them up with their competitors (Google and Musk) who try to compete with frontier AI and have more compute. All Anthropic's current shareholders ar…