Anthropic and OpenAI Race for Smaller Data Centers as AI Compute Gap Threatens Growth

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Anthropic and OpenAI are pursuing smaller AI data center deals in the 20-30 MW range to close compute gaps, according to a CNBC report dated September 18, 2026. Sources said the firms are in active talks with developers, colocation providers and power partners. The shift marks a move away from hyperscale mega-facilities toward modular, distributed capacity.

💡 Frequently Asked Questions (FAQ)

Q: Why are Anthropic and OpenAI pursuing smaller data centers?
A: To close immediate compute gaps quickly, they are targeting 20-30 MW modular sites instead of waiting for large hyperscale builds.
Q: What type of data center capacity are they seeking?
A: Reports indicate 20-30 MW range deals for AI workloads, focused on modular and distributed capacity.
Q: Who are they talking to for these data center deals?
A: Sources say the firms are in active talks with developers, colocation providers and power partners.
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